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Mariner Wealth Advisors (Cincinnati)’s Clorox CLX Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
Q3 		$703K Sell
4,671
-215
-4% -$30.5K 0.04% 157
2018
Q2 		$661K Buy
4,886
+177
+4% +$21.8K 0.04% 158
2018
Q1 		$627K Sell
4,709
-259
-5% -$34.8K 0.04% 164
2017
Q4 		$739K Sell
4,968
-627
-11% -$85.3K 0.04% 142
2017
Q3 		$738K Buy
5,595
+275
+5% +$37K 0.05% 139
2017
Q2 		$709K Hold
5,320
– – 0.05% 139
2017
Q1 		$717K Sell
5,320
-1,175
-18% -$152K 0.05% 141
2016
Q4 		$780K Sell
6,495
-16
-0.2% -$1.89K 0.06% 132
2016
Q3 		$815K Sell
6,511
-60
-0.9% -$7.86K 0.07% 126
2016
Q2 		$909K Buy
6,571
+1,191
+22% +$154K 0.08% 121
2016
Q1 		$678K Sell
5,380
-1,025
-16% -$130K 0.07% 130
2015
Q4 		$812K Buy
+6,405
New +$795K 0.08% 119
2015
Q1 		$680K Sell
6,156
-659
-10% -$71.5K 0.1% 91
2014
Q4 		$710K Buy
6,815
+684
+11% +$68.4K 0.1% 90
2014
Q3 		$589K Buy
6,131
+250
+4% +$22.6K 0.09% 90
2014
Q2 		$537K Sell
5,881
-250
-4% -$22.4K 0.08% 91
2014
Q1 		$540K Buy
6,131
+90
+1% +$7.9K 0.09% 86
2013
Q4 		$560K Sell
6,041
-50
-0.8% -$4.5K 0.09% 87
2013
Q3 		$498K Sell
6,091
-1,895
-24% -$160K 0.09% 82
2013
Q2 		$664K Buy
+7,986
New +$687K 0.13% 75

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s CLX Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) reduced its Clorox (CLX) stake by 4.4% in Q3 2018, selling an estimated $30.5K and leaving 4,671 shares worth $703K. The position accounts for 0.04% of the portfolio, ranked #157.

Mariner Wealth Advisors (Cincinnati) first reported a position in CLX in Q2 2013 and has held it in 20 quarters since. The position peaked at $909K in Q2 2016. 933 funds tracked by Wall St. Rank hold CLX as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 4,671 shares of Clorox worth $703K as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) sold 215 Clorox shares in Q3 2018, an estimated $30.5K.
  • Clorox made up 0.04% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #157 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Clorox in Q2 2013 and has held it in 20 quarters since.
  • Mariner Wealth Advisors (Cincinnati)'s Clorox position peaked at $909K in Q2 2016.
  • 933 funds tracked by Wall St. Rank held Clorox as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.