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Concert Wealth Management’s Clorox CLX Stock Holding History

Concert 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
Q4 		– Sell
-9,466
Closed -$1.18M – 528
2016
Q3 		$1.18M Sell
9,466
-611
-6% -$80K 0.14% 181
2016
Q2 		$1.39M Sell
10,077
-183
-2% -$23.7K 0.19% 146
2016
Q1 		$1.29M Sell
10,260
-9
-0.1% -$1.14K 0.17% 151
2015
Q4 		$1.3M Sell
10,269
-116
-1% -$14.4K 0.17% 143
2015
Q3 		$1.21M Buy
10,385
+729
+8% +$81.8K 0.16% 158
2015
Q2 		$1.01M Sell
9,656
-304
-3% -$32.8K 0.13% 201
2015
Q1 		$778K Sell
9,960
-207
-2% -$22.5K 0.22% 128
2014
Q4 		$1.06M Buy
+10,167
New +$1.02M 0.16% 164

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
VAM
ValueInvest Asset Management Luxembourg $1.47B AUM 0.87% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Concert Wealth Management's CLX Position: Q4 2016 in Review

Concert Wealth Management sold out of Clorox (CLX) in Q4 2016, closing a stake of 9,466 shares — an estimated $1.18M sold.

Concert Wealth Management first reported a position in CLX in Q4 2014 and held it in 8 quarters. The position peaked at $1.39M in Q2 2016. 838 funds tracked by Wall St. Rank hold CLX as of Q4 2016.

  • Concert Wealth Management reported no remaining Clorox position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 9,466 Clorox shares in Q4 2016, an estimated $1.18M.
  • Concert Wealth Management first reported a position in Clorox in Q4 2014 and held it in 8 quarters.
  • Concert Wealth Management's Clorox position peaked at $1.39M in Q2 2016.
  • 838 funds tracked by Wall St. Rank held Clorox as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.