CW
CLX icon

Cobiz Wealth’s Clorox CLX Stock Holding History

Cobiz Wealth’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
2013
Q3 		– Sell
-17
Closed -$1K – 160
2013
Q2 		$1K Buy
+17
New +$1.46K ﹤0.01% 391

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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $617B AUM 30.33% 1-Year Est. Return
CRC
Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Cobiz Wealth's CLX Position: Q3 2013 in Review

Cobiz Wealth sold out of Clorox (CLX) in Q3 2013, closing a stake of 17 shares — an estimated $1K sold.

Cobiz Wealth first reported a position in CLX in Q2 2013 and held it in 1 quarter. The position peaked at $1K in Q2 2013. 607 funds tracked by Wall St. Rank hold CLX as of Q3 2013.

  • Cobiz Wealth reported no remaining Clorox position as of Q3 2013 after selling out during the quarter.
  • Cobiz Wealth sold 17 Clorox shares in Q3 2013, an estimated $1K.
  • Cobiz Wealth first reported a position in Clorox in Q2 2013 and held it in 1 quarter.
  • Cobiz Wealth's Clorox position peaked at $1K in Q2 2013.
  • 607 funds tracked by Wall St. Rank held Clorox as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.