Capital Planning Advisors’s Clorox CLX Stock Holding History

Capital Planning Advisors’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
2019 Q1	–	Sell	-2,370	Closed	-$365K	–	122
2018 Q4	$365K	Buy	2,370 +20	+0.9%	+$3.12K	0.13%	95
2018 Q3	$353K	Buy	+2,350	New	+$334K	0.11%	104
2018 Q2	–	Sell	-2,350	Closed	-$313K	–	110
2018 Q1	$313K	Sell	2,350 -350	-13%	-$47K	0.11%	106
2017 Q4	$402K	Sell	2,700 -90	-3%	-$12.2K	0.14%	100
2017 Q3	$368K	Buy	2,790 +950	+52%	+$128K	0.14%	99
2017 Q2	$245K	Sell	1,840 -300	-14%	-$40.5K	0.11%	115
2017 Q1	$289K	Hold	2,140	–	–	0.14%	96
2016 Q4	$257K	Sell	2,140 -1,700	-44%	-$200K	0.14%	85
2016 Q3	$481K	Sell	3,840 -50	-1%	-$6.55K	0.26%	69
2016 Q2	$538K	Hold	3,890	–	–	0.3%	64
2016 Q1	$490K	Hold	3,890	–	–	0.24%	66
2015 Q4	$493K	Hold	3,890	–	–	0.29%	68
2015 Q3	$449K	Sell	3,890 -90	-2%	-$10.1K	0.29%	64
2015 Q2	$414K	Buy	3,980 +360	+10%	+$38.8K	0.24%	74
2015 Q1	$400K	Hold	3,620	–	–	0.28%	62
2014 Q4	$377K	Buy	+3,620	New	+$362K	0.33%	61

Other funds holding CLX

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Parnassus Investments

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return