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Wealth & Pension Services Group’s Colgate-Palmolive CL Stock Holding History

Wealth & Pension Services 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
Q3 		$477K Sell
6,489
-50
-0.8% -$3.63K 0.35% 77
2019
Q2 		$469K Hold
6,539
– – 0.34% 73
2019
Q1 		$448K Hold
6,539
– – 0.35% 72
2018
Q4 		$389K Sell
6,539
-80
-1% -$5K 0.35% 68
2018
Q3 		$443K Buy
+6,619
New +$441K 0.44% 52

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealth & Pension Services Group's CL Position: Q3 2019 in Review

Wealth & Pension Services Group reduced its Colgate-Palmolive (CL) stake by 0.76% in Q3 2019, selling an estimated $3.63K and leaving 6,489 shares worth $477K. The position accounts for 0.35% of the portfolio, ranked #77.

Wealth & Pension Services Group first reported a position in CL in Q3 2018 and has held it in 5 quarters since. 1,446 funds tracked by Wall St. Rank hold CL as of Q3 2019.

  • Wealth & Pension Services Group held 6,489 shares of Colgate-Palmolive worth $477K as of Q3 2019.
  • Wealth & Pension Services Group sold 50 Colgate-Palmolive shares in Q3 2019, an estimated $3.63K.
  • Colgate-Palmolive made up 0.35% of Wealth & Pension Services Group's portfolio in Q3 2019, its #77 holding.
  • Wealth & Pension Services Group first reported a position in Colgate-Palmolive in Q3 2018 and has held it in 5 quarters since.
  • 1,446 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2019.

Based on Wealth & Pension Services Group's 13F filing for Q3 2019, filed 19 Nov 2019.