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Altavista Wealth Management’s Clorox CLX Stock Holding History

Altavista Wealth Management’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
2016
Q3 		– Sell
-1,587
Closed -$220K – 125
2016
Q2 		$220K Sell
1,587
-55
-3% -$7.13K 0.12% 121
2016
Q1 		$207K Buy
1,642
+27
+2% +$3.43K 0.12% 118
2015
Q4 		$205K Buy
+1,615
New +$200K 0.12% 119
2014
Q3 		– Sell
-3,050
Closed -$279K – 112
2014
Q2 		$279K Sell
3,050
-230
-7% -$20.6K 0.17% 96
2014
Q1 		$289K Sell
3,280
-200
-6% -$17.6K 0.18% 98
2013
Q4 		$323K Sell
3,480
-720
-17% -$64.9K 0.2% 96
2013
Q3 		$343K Sell
4,200
-120
-3% -$10.1K 0.22% 87
2013
Q2 		$359K Buy
+4,320
New +$372K 0.24% 83

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CRC
Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
AI
Analytic Investors Los Angeles, California $8.93B AUM 13.54% 1-Year Est. Return

Altavista Wealth Management's CLX Position: Q3 2016 in Review

Altavista Wealth Management sold out of Clorox (CLX) in Q3 2016, closing a stake of 1,587 shares — an estimated $220K sold.

Altavista Wealth Management first reported a position in CLX in Q2 2013 and held it in 8 quarters. The position peaked at $359K in Q2 2013. 823 funds tracked by Wall St. Rank hold CLX as of Q3 2016.

  • Altavista Wealth Management reported no remaining Clorox position as of Q3 2016 after selling out during the quarter.
  • Altavista Wealth Management sold 1,587 Clorox shares in Q3 2016, an estimated $220K.
  • Altavista Wealth Management first reported a position in Clorox in Q2 2013 and held it in 8 quarters.
  • Altavista Wealth Management's Clorox position peaked at $359K in Q2 2013.
  • 823 funds tracked by Wall St. Rank held Clorox as of Q3 2016.

Based on Altavista Wealth Management's 13F filing for Q3 2016, filed 14 Nov 2016.