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Lucus Advisors’s Clorox CLX Stock Holding History

Lucus 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
2015
Q3 		– Sell
-4,804
Closed -$500K – 336
2015
Q2 		$500K Sell
4,804
-3
-0.1% -$324 0.24% 154
2015
Q1 		$531K Buy
4,807
+182
+4% +$19.8K 0.27% 92
2014
Q4 		$482K Buy
+4,625
New +$462K 0.22% 106

Other funds holding CLX

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CRC
Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return

Lucus Advisors's CLX Position: Q3 2015 in Review

Lucus Advisors sold out of Clorox (CLX) in Q3 2015, closing a stake of 4,804 shares — an estimated $500K sold.

Lucus Advisors first reported a position in CLX in Q4 2014 and held it in 3 quarters. The position peaked at $531K in Q1 2015. 777 funds tracked by Wall St. Rank hold CLX as of Q3 2015.

  • Lucus Advisors reported no remaining Clorox position as of Q3 2015 after selling out during the quarter.
  • Lucus Advisors sold 4,804 Clorox shares in Q3 2015, an estimated $500K.
  • Lucus Advisors first reported a position in Clorox in Q4 2014 and held it in 3 quarters.
  • Lucus Advisors's Clorox position peaked at $531K in Q1 2015.
  • 777 funds tracked by Wall St. Rank held Clorox as of Q3 2015.

Based on Lucus Advisors's 13F filing for Q3 2015, filed 23 Oct 2015.