McDaniel Terry & Co’s Clorox CLX Stock Holding History

McDaniel Terry & Co’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	–	Sell	-1,710	Closed	-$231K	–	65
2018 Q2	$231K	Hold	1,710	–	–	0.04%	61
2018 Q1	$228K	Hold	1,710	–	–	0.04%	54
2017 Q4	$254K	Hold	1,710	–	–	0.04%	55
2017 Q3	$226K	Hold	1,710	–	–	0.04%	56
2017 Q2	$228K	Sell	1,710 -110	-6%	-$14.8K	0.04%	55
2017 Q1	$245K	Hold	1,820	–	–	0.05%	56
2016 Q4	$218K	Hold	1,820	–	–	0.05%	60
2016 Q3	$228K	Hold	1,820	–	–	0.05%	57
2016 Q2	$252K	Buy	+1,820	New	+$236K	0.06%	57

Other funds holding CLX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CRC

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

McDaniel Terry & Co's CLX Position: Q3 2018 in Review

McDaniel Terry & Co sold out of Clorox (CLX) in Q3 2018, closing a stake of 1,710 shares — an estimated $231K sold.

McDaniel Terry & Co first reported a position in CLX in Q2 2016 and held it in 9 quarters. The position peaked at $254K in Q4 2017. 933 funds tracked by Wall St. Rank hold CLX as of Q3 2018.

McDaniel Terry & Co reported no remaining Clorox position as of Q3 2018 after selling out during the quarter.
McDaniel Terry & Co sold 1,710 Clorox shares in Q3 2018, an estimated $231K.
McDaniel Terry & Co first reported a position in Clorox in Q2 2016 and held it in 9 quarters.
McDaniel Terry & Co's Clorox position peaked at $254K in Q4 2017.
933 funds tracked by Wall St. Rank held Clorox as of Q3 2018.

Based on McDaniel Terry & Co's 13F filing for Q3 2018, filed 13 Nov 2018.