KFP
CLX icon

Keystone Financial Planning’s Clorox CLX Stock Holding History

Keystone Financial Planning’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
2018
Q4 		– Sell
-1,527
Closed -$230K – 47
2018
Q3 		$230K Sell
1,527
-11,517
-88% -$1.64M 0.12% 45
2018
Q2 		$1.76M Buy
13,044
+5,392
+70% +$666K 0.97% 35
2018
Q1 		$1.02M Buy
+7,652
New +$1.03M 0.57% 40
2014
Q2 		– Sell
-4,671
Closed -$411K – 48
2014
Q1 		$411K Buy
+4,671
New +$410K 0.32% 46

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CRC
Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Keystone Financial Planning's CLX Position: Q4 2018 in Review

Keystone Financial Planning sold out of Clorox (CLX) in Q4 2018, closing a stake of 1,527 shares — an estimated $230K sold.

Keystone Financial Planning first reported a position in CLX in Q1 2014 and held it in 4 quarters. The position peaked at $1.76M in Q2 2018. 988 funds tracked by Wall St. Rank hold CLX as of Q4 2018.

  • Keystone Financial Planning reported no remaining Clorox position as of Q4 2018 after selling out during the quarter.
  • Keystone Financial Planning sold 1,527 Clorox shares in Q4 2018, an estimated $230K.
  • Keystone Financial Planning first reported a position in Clorox in Q1 2014 and held it in 4 quarters.
  • Keystone Financial Planning's Clorox position peaked at $1.76M in Q2 2018.
  • 988 funds tracked by Wall St. Rank held Clorox as of Q4 2018.

Based on Keystone Financial Planning's 13F filing for Q4 2018, filed 5 Feb 2019.