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Planning Solutions Group’s Colgate-Palmolive CL Stock Holding History

Planning Solutions Group’s Portfolio CL Stock Details CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		$2.04M Hold
28,402
– – 1.05% 21
2019
Q1 		$1.95M Hold
28,402
– – 1.04% 20
2018
Q4 		$1.69M Buy
+28,402
New +$1.78M 1.03% 22

Other funds holding CL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Planning Solutions Group's CL Position: Q2 2019 in Review

Planning Solutions Group held its Colgate-Palmolive (CL) position steady in Q2 2019 at 28,402 shares worth $2.04M. The position accounts for 1.05% of the portfolio, ranked #21.

Planning Solutions Group first reported a position in CL in Q4 2018 and has held it in 3 quarters since. 1,457 funds tracked by Wall St. Rank hold CL as of Q2 2019.

  • Planning Solutions Group held 28,402 shares of Colgate-Palmolive worth $2.04M as of Q2 2019.
  • Planning Solutions Group left its Colgate-Palmolive share count unchanged in Q2 2019.
  • Colgate-Palmolive made up 1.05% of Planning Solutions Group's portfolio in Q2 2019, its #21 holding.
  • Planning Solutions Group first reported a position in Colgate-Palmolive in Q4 2018 and has held it in 3 quarters since.
  • 1,457 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.