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Gupta Wealth Management’s Clorox CLX Stock Holding History

Gupta 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
Q1 		$276K Sell
2,189
-19
-0.9% -$2.42K 0.06% 204
2015
Q4 		$280K Sell
2,208
-1,900
-46% -$236K 0.07% 200
2015
Q3 		$475K Buy
4,108
+100
+2% +$11.2K 0.12% 142
2015
Q2 		$417K Buy
4,008
+78
+2% +$8.42K 0.1% 167
2015
Q1 		$434K Buy
+3,930
New +$427K 0.13% 140

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.76% 1-Year Est. Return
AI
Analytic Investors Los Angeles, California $8.93B AUM 13.54% 1-Year Est. Return

Gupta Wealth Management's CLX Position: Q1 2016 in Review

Gupta Wealth Management reduced its Clorox (CLX) stake by 0.86% in Q1 2016, selling an estimated $2.42K and leaving 2,189 shares worth $276K. The position accounts for 0.06% of the portfolio, ranked #204.

Gupta Wealth Management first reported a position in CLX in Q1 2015 and has held it in 5 quarters since. The position peaked at $475K in Q3 2015. 853 funds tracked by Wall St. Rank hold CLX as of Q1 2016.

  • Gupta Wealth Management held 2,189 shares of Clorox worth $276K as of Q1 2016.
  • Gupta Wealth Management sold 19 Clorox shares in Q1 2016, an estimated $2.42K.
  • Clorox made up 0.06% of Gupta Wealth Management's portfolio in Q1 2016, its #204 holding.
  • Gupta Wealth Management first reported a position in Clorox in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Clorox position peaked at $475K in Q3 2015.
  • 853 funds tracked by Wall St. Rank held Clorox as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.