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Pinnacle Summer Investments’s Clorox CLX Stock Holding History

Pinnacle Summer Investments’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
Q4 		– Sell
-1,958
Closed -$226K – 812
2015
Q3 		$226K Buy
+1,958
New +$220K 0.04% 269
2015
Q2 		– Sell
-1,958
Closed -$216K – 767
2015
Q1 		$216K Hold
1,958
– – 0.03% 299
2014
Q4 		$204K Sell
1,958
-422
-18% -$42.2K 0.03% 310
2014
Q3 		$228K Hold
2,380
– – 0.03% 311
2014
Q2 		$217K Sell
2,380
-75
-3% -$6.72K 0.03% 299
2014
Q1 		$222K Hold
2,455
– – 0.03% 248
2013
Q4 		$228K Hold
2,455
– – 0.03% 243
2013
Q3 		$200K Hold
2,455
– – 0.04% 231
2013
Q2 		$204K Buy
+2,455
New +$211K 0.05% 206

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 30.2% 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 $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CRC
Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 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 $609B AUM 40.19% 1-Year Est. Return

Pinnacle Summer Investments's CLX Position: Q4 2015 in Review

Pinnacle Summer Investments sold out of Clorox (CLX) in Q4 2015, closing a stake of 1,958 shares — an estimated $226K sold.

Pinnacle Summer Investments first reported a position in CLX in Q2 2013 and held it in 9 quarters. The position peaked at $228K in Q3 2014. 830 funds tracked by Wall St. Rank hold CLX as of Q4 2015.

  • Pinnacle Summer Investments reported no remaining Clorox position as of Q4 2015 after selling out during the quarter.
  • Pinnacle Summer Investments sold 1,958 Clorox shares in Q4 2015, an estimated $226K.
  • Pinnacle Summer Investments first reported a position in Clorox in Q2 2013 and held it in 9 quarters.
  • Pinnacle Summer Investments's Clorox position peaked at $228K in Q3 2014.
  • 830 funds tracked by Wall St. Rank held Clorox as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.