Sharkey, Howes & Javer’s Colgate-Palmolive CL Stock Holding History

Sharkey, Howes & Javer’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 Q3	–	Sell	-1,548	Closed	-$111K	–	75
2019 Q2	$111K	Hold	1,548	–	–	0.05%	78
2019 Q1	$106K	Hold	1,548	–	–	0.05%	81
2018 Q4	$92K	Hold	1,548	–	–	0.06%	80
2018 Q3	$104K	Hold	1,548	–	–	0.05%	82
2018 Q2	$100K	Hold	1,548	–	–	0.06%	75
2018 Q1	$110K	Hold	1,548	–	–	0.06%	60
2017 Q4	$117K	Hold	1,548	–	–	0.07%	58
2017 Q3	$113K	Hold	1,548	–	–	0.06%	60
2017 Q2	$115K	Sell	1,548 -13	-0.8%	-$965	0.06%	54
2017 Q1	$114K	Sell	1,561 -227	-13%	-$15.9K	0.06%	50
2016 Q4	$117K	Hold	1,788	–	–	0.07%	51
2016 Q3	$133K	Hold	1,788	–	–	0.08%	47
2016 Q2	$131K	Sell	1,788 -346	-16%	-$24.6K	0.08%	52
2016 Q1	$151K	Hold	2,134	–	–	0.11%	44
2015 Q4	$142K	Hold	2,134	–	–	0.1%	49
2015 Q3	$132K	Hold	2,134	–	–	0.1%	50
2015 Q2	$140K	Buy	+2,134	New	+$145K	0.11%	35

Other funds holding CL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return