Advocacy Wealth Management Services’s Clorox CLX Stock Holding History

Advocacy Wealth Management Services’s Portfolio CLX Stock Details CLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-300	Closed	-$45K	–	205
2017 Q4	$45K	Hold	300	–	–	0.03%	54
2017 Q3	$40K	Hold	300	–	–	0.02%	76
2017 Q2	$40K	Hold	300	–	–	0.01%	85
2017 Q1	$40K	Buy	+300	New	+$38.9K	0.01%	84
2016 Q4	–	Sell	-300	Closed	-$38K	–	319
2016 Q3	$38K	Hold	300	–	–	0.01%	137
2016 Q2	$42K	Hold	300	–	–	0.02%	163
2016 Q1	$38K	Hold	300	–	–	0.03%	210
2015 Q4	$38K	Buy	+300	New	+$37.2K	0.04%	190

Other funds holding CLX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CRC

Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return

VAM

ValueInvest Asset Management Luxembourg $1.47B AUM 0.87% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Advocacy Wealth Management Services's CLX Position: Q1 2018 in Review

Advocacy Wealth Management Services sold out of Clorox (CLX) in Q1 2018, closing a stake of 300 shares — an estimated $45K sold.

Advocacy Wealth Management Services first reported a position in CLX in Q4 2015 and held it in 8 quarters. The position peaked at $45K in Q4 2017. 914 funds tracked by Wall St. Rank hold CLX as of Q1 2018.

Advocacy Wealth Management Services reported no remaining Clorox position as of Q1 2018 after selling out during the quarter.
Advocacy Wealth Management Services sold 300 Clorox shares in Q1 2018, an estimated $45K.
Advocacy Wealth Management Services first reported a position in Clorox in Q4 2015 and held it in 8 quarters.
Advocacy Wealth Management Services's Clorox position peaked at $45K in Q4 2017.
914 funds tracked by Wall St. Rank held Clorox as of Q1 2018.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2018, filed 12 Apr 2018.