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CT Financial Advisors’s Clorox CLX Stock Holding History

CT Financial 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
2017
Q1 		$103K Hold
766
– – 0.06% 200
2016
Q4 		$91.9K Hold
766
– – 0.06% 208
2016
Q3 		$95.9K Hold
766
– – 0.06% 201
2016
Q2 		$106K Hold
766
– – 0.07% 193
2016
Q1 		$96.6K Hold
766
– – 0.05% 210
2015
Q4 		$97.2K Hold
766
– – 0.06% 211
2015
Q3 		$88.5K Hold
766
– – 0.06% 222
2015
Q2 		$79.7K Hold
766
– – 0.05% 251
2015
Q1 		$84.6K Hold
766
– – 0.05% 244
2014
Q4 		$79.8K Buy
+766
New +$76.6K 0.06% 190
2014
Q1 		$84.6K Buy
+766
New +$67.2K 0.05% 244

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CRC
Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return
VAM
ValueInvest Asset Management Luxembourg $1.47B AUM 0.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CT Financial Advisors's CLX Position: Q1 2017 in Review

CT Financial Advisors held its Clorox (CLX) position steady in Q1 2017 at 766 shares worth $103K. The position accounts for 0.06% of the portfolio, ranked #200.

CT Financial Advisors first reported a position in CLX in Q1 2014 and has held it in 11 quarters since. The position peaked at $106K in Q2 2016. 858 funds tracked by Wall St. Rank hold CLX as of Q1 2017.

  • CT Financial Advisors held 766 shares of Clorox worth $103K as of Q1 2017.
  • CT Financial Advisors left its Clorox share count unchanged in Q1 2017.
  • Clorox made up 0.06% of CT Financial Advisors's portfolio in Q1 2017, its #200 holding.
  • CT Financial Advisors first reported a position in Clorox in Q1 2014 and has held it in 11 quarters since.
  • CT Financial Advisors's Clorox position peaked at $106K in Q2 2016.
  • 858 funds tracked by Wall St. Rank held Clorox as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.