Lyons Wealth Management’s Clorox CLX Stock Holding History

Lyons 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
2017 Q1	–	Sell	-5,807	Closed	-$696K	–	51
2016 Q4	$696K	Sell	5,807 -384	-6%	-$45.3K	0.95%	32
2016 Q3	$779K	Buy	+6,191	New	+$811K	1.07%	27
2016 Q2	–	Sell	-6,206	Closed	-$805K	–	59
2016 Q1	$783K	Sell	6,206 -1,233	-17%	-$157K	1.12%	25
2015 Q4	$945K	Sell	7,439 -1,601	-18%	-$199K	1.21%	16
2015 Q3	$1.04M	Sell	9,040 -418	-4%	-$46.9K	1.34%	10
2015 Q2	$984K	Sell	9,458 -1,208	-11%	-$130K	1.12%	17
2015 Q1	$1.18M	Buy	+10,666	New	+$1.16M	1.28%	14

Other funds holding CLX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CRC

Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return

VAM

ValueInvest Asset Management Luxembourg $1.47B AUM 0.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lyons Wealth Management's CLX Position: Q1 2017 in Review

Lyons Wealth Management sold out of Clorox (CLX) in Q1 2017, closing a stake of 5,807 shares — an estimated $696K sold.

Lyons Wealth Management first reported a position in CLX in Q1 2015 and held it in 7 quarters. The position peaked at $1.18M in Q1 2015. 858 funds tracked by Wall St. Rank hold CLX as of Q1 2017.

Lyons Wealth Management reported no remaining Clorox position as of Q1 2017 after selling out during the quarter.
Lyons Wealth Management sold 5,807 Clorox shares in Q1 2017, an estimated $696K.
Lyons Wealth Management first reported a position in Clorox in Q1 2015 and held it in 7 quarters.
Lyons Wealth Management's Clorox position peaked at $1.18M in Q1 2015.
858 funds tracked by Wall St. Rank held Clorox as of Q1 2017.

Based on Lyons Wealth Management's 13F filing for Q1 2017, filed 15 May 2017.