Parasol Investment Management’s Clorox CLX Stock Holding History

Parasol Investment 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	$188K	Sell	1,395 -1,616	-54%	-$209K	0.31%	28
2016 Q4	$361K	Buy	3,011 +71	+2%	+$8.37K	0.38%	46
2016 Q3	$368K	Sell	2,940 -296	-9%	-$38.8K	0.38%	42
2016 Q2	$448K	Sell	3,236 -310	-9%	-$40.2K	0.47%	39
2016 Q1	$447K	Sell	3,546 -64	-2%	-$8.13K	0.44%	33
2015 Q4	$458K	Sell	3,610 -160	-4%	-$19.9K	0.44%	29
2015 Q3	$436K	Sell	3,770 -1,905	-34%	-$214K	0.39%	32
2015 Q2	$590K	Sell	5,675 -1,360	-19%	-$147K	0.4%	41
2015 Q1	$777K	Hold	7,035	–	–	0.49%	36
2014 Q4	$733K	Sell	7,035 -80	-1%	-$8K	0.51%	32
2014 Q3	$683K	Buy	7,115 +455	+7%	+$41.1K	0.47%	30
2014 Q2	$609K	Buy	6,660 +4,160	+166%	+$373K	0.42%	31
2014 Q1	$220K	Buy	+2,500	New	+$219K	0.16%	40

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 $34.1B AUM 20.22% 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

Parasol Investment Management's CLX Position: Q1 2017 in Review

Parasol Investment Management reduced its Clorox (CLX) stake by 54% in Q1 2017, selling an estimated $209K and leaving 1,395 shares worth $188K. The position accounts for 0.31% of the portfolio, ranked #28.

Parasol Investment Management first reported a position in CLX in Q1 2014 and has held it in 13 quarters since. The position peaked at $777K in Q1 2015. 858 funds tracked by Wall St. Rank hold CLX as of Q1 2017.

Parasol Investment Management held 1,395 shares of Clorox worth $188K as of Q1 2017.
Parasol Investment Management sold 1,616 Clorox shares in Q1 2017, an estimated $209K.
Clorox made up 0.31% of Parasol Investment Management's portfolio in Q1 2017, its #28 holding.
Parasol Investment Management first reported a position in Clorox in Q1 2014 and has held it in 13 quarters since.
Parasol Investment Management's Clorox position peaked at $777K in Q1 2015.
858 funds tracked by Wall St. Rank held Clorox as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.