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Gary Goldberg Planning Services’s Clorox CLX Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		– Sell
-17
Closed -$2K – 458
2014
Q3 		$2K Buy
+17
New +$1.54K ﹤0.01% 454

Other funds holding CLX

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CRC
Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Gary Goldberg Planning Services's CLX Position: Q4 2014 in Review

Gary Goldberg Planning Services sold out of Clorox (CLX) in Q4 2014, closing a stake of 17 shares — an estimated $2K sold.

Gary Goldberg Planning Services first reported a position in CLX in Q3 2014 and held it in 1 quarter. The position peaked at $2K in Q3 2014. 733 funds tracked by Wall St. Rank hold CLX as of Q4 2014.

  • Gary Goldberg Planning Services reported no remaining Clorox position as of Q4 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 17 Clorox shares in Q4 2014, an estimated $2K.
  • Gary Goldberg Planning Services first reported a position in Clorox in Q3 2014 and held it in 1 quarter.
  • Gary Goldberg Planning Services's Clorox position peaked at $2K in Q3 2014.
  • 733 funds tracked by Wall St. Rank held Clorox as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.