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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Planning Advisors's CLX Position: Q1 2019 in Review

Capital Planning Advisors sold out of Clorox (CLX) in Q1 2019, closing a stake of 2,370 shares — an estimated $365K sold.

Capital Planning Advisors first reported a position in CLX in Q4 2014 and held it in 16 quarters. The position peaked at $538K in Q2 2016. 1,017 funds tracked by Wall St. Rank hold CLX as of Q1 2019.

  • Capital Planning Advisors reported no remaining Clorox position as of Q1 2019 after selling out during the quarter.
  • Capital Planning Advisors sold 2,370 Clorox shares in Q1 2019, an estimated $365K.
  • Capital Planning Advisors first reported a position in Clorox in Q4 2014 and held it in 16 quarters.
  • Capital Planning Advisors's Clorox position peaked at $538K in Q2 2016.
  • 1,017 funds tracked by Wall St. Rank held Clorox as of Q1 2019.

Based on Capital Planning Advisors's 13F filing for Q1 2019, filed 14 May 2019.