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Summit Wealth & Retirement Planning’s Colgate-Palmolive CL Stock Holding History

Summit Wealth & Retirement Planning’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 		– Sell
-4,161
Closed -$285K – 133
2019
Q1 		$285K Sell
4,161
-2,094
-33% -$135K 0.17% 114
2018
Q4 		$372K Buy
+6,255
New +$391K 0.28% 73

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

Summit Wealth & Retirement Planning's CL Position: Q2 2019 in Review

Summit Wealth & Retirement Planning sold out of Colgate-Palmolive (CL) in Q2 2019, closing a stake of 4,161 shares — an estimated $285K sold.

Summit Wealth & Retirement Planning first reported a position in CL in Q4 2018 and held it in 2 quarters. The position peaked at $372K in Q4 2018. 1,457 funds tracked by Wall St. Rank hold CL as of Q2 2019.

  • Summit Wealth & Retirement Planning reported no remaining Colgate-Palmolive position as of Q2 2019 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 4,161 Colgate-Palmolive shares in Q2 2019, an estimated $285K.
  • Summit Wealth & Retirement Planning first reported a position in Colgate-Palmolive in Q4 2018 and held it in 2 quarters.
  • Summit Wealth & Retirement Planning's Colgate-Palmolive position peaked at $372K in Q4 2018.
  • 1,457 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2019.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2019, filed 6 Aug 2019.