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Aris Wealth Services’s Clorox CLX Stock Holding History

Aris Wealth 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
2015
Q3 		$8K Sell
67
-467
-87% -$52.4K 0.02% 238
2015
Q2 		$56K Sell
534
-187
-26% -$20.2K 0.05% 194
2015
Q1 		$80K Buy
+721
New +$78.3K 0.07% 162

Other funds holding CLX

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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 $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CRC
Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return

Aris Wealth Services's CLX Position: Q3 2015 in Review

Aris Wealth Services reduced its Clorox (CLX) stake by 87% in Q3 2015, selling an estimated $52.4K and leaving 67 shares worth $8K. The position accounts for 0.02% of the portfolio, ranked #238.

Aris Wealth Services first reported a position in CLX in Q1 2015 and has held it in 3 quarters since. The position peaked at $80K in Q1 2015. 777 funds tracked by Wall St. Rank hold CLX as of Q3 2015.

  • Aris Wealth Services held 67 shares of Clorox worth $8K as of Q3 2015.
  • Aris Wealth Services sold 467 Clorox shares in Q3 2015, an estimated $52.4K.
  • Clorox made up 0.02% of Aris Wealth Services's portfolio in Q3 2015, its #238 holding.
  • Aris Wealth Services first reported a position in Clorox in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Clorox position peaked at $80K in Q1 2015.
  • 777 funds tracked by Wall St. Rank held Clorox as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.