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Integrated Wealth Management (Palm Desert)’s Clorox CLX Stock Holding History

Integrated Wealth Management (Palm Desert)’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
-1,173
Closed -$147K – 365
2016
Q3 		$147K Sell
1,173
-33
-3% -$4.32K 0.05% 268
2016
Q2 		$167K Hold
1,206
– – 0.06% 237
2016
Q1 		$152K Sell
1,206
-49
-4% -$6.23K 0.06% 234
2015
Q4 		$159K Hold
1,255
– – 0.07% 222
2015
Q3 		$145K Buy
1,255
+905
+259% +$102K 0.06% 226
2015
Q2 		$36K Buy
350
+118
+51% +$12.7K 0.01% 453
2015
Q1 		$25K Buy
+232
New +$25.2K 0.01% 512

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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
VAM
ValueInvest Asset Management Luxembourg $1.47B AUM 0.87% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s CLX Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Clorox (CLX) in Q4 2016, closing a stake of 1,173 shares — an estimated $147K sold.

Integrated Wealth Management (Palm Desert) first reported a position in CLX in Q1 2015 and held it in 7 quarters. The position peaked at $167K in Q2 2016. 839 funds tracked by Wall St. Rank hold CLX as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Clorox position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 1,173 Clorox shares in Q4 2016, an estimated $147K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Clorox in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s Clorox position peaked at $167K in Q2 2016.
  • 839 funds tracked by Wall St. Rank held Clorox as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.