Smith Salley Wealth Management’s Clorox CLX Stock Holding History

Smith Salley 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
2019 Q1	–	Sell	-12,222	Closed	-$1.88M	–	175
2018 Q4	$1.88M	Sell	12,222 -332	-3%	-$51.7K	0.35%	75
2018 Q3	$1.89M	Sell	12,554 -919	-7%	-$131K	0.3%	79
2018 Q2	$1.82M	Buy	+13,473	New	+$1.66M	0.31%	81
2016 Q1	–	Sell	-17,315	Closed	-$2.2M	–	161
2015 Q4	$2.2M	Sell	17,315 -542	-3%	-$67.3K	0.55%	60
2015 Q3	$2.06M	Buy	17,857 +60	+0.3%	+$6.74K	0.56%	57
2015 Q2	$1.85M	Buy	17,797 +947	+6%	+$102K	0.47%	67
2015 Q1	$1.86M	Buy	16,850 +920	+6%	+$99.9K	0.47%	69
2014 Q4	$1.66M	Buy	15,930 +8,240	+107%	+$824K	0.43%	70
2014 Q3	$738K	Buy	7,690 +3,657	+91%	+$331K	0.2%	113
2014 Q2	$369K	Buy	4,033 +549	+16%	+$49.2K	0.1%	140
2014 Q1	$307K	Buy	3,484 +1,248	+56%	+$110K	0.19%	88
2013 Q4	$207K	Buy	+2,236	New	+$201K	0.14%	101

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

CRC

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Smith Salley Wealth Management's CLX Position: Q1 2019 in Review

Smith Salley Wealth Management sold out of Clorox (CLX) in Q1 2019, closing a stake of 12,222 shares — an estimated $1.88M sold.

Smith Salley Wealth Management first reported a position in CLX in Q4 2013 and held it in 12 quarters. The position peaked at $2.2M in Q4 2015. 1,017 funds tracked by Wall St. Rank hold CLX as of Q1 2019.

Smith Salley Wealth Management reported no remaining Clorox position as of Q1 2019 after selling out during the quarter.
Smith Salley Wealth Management sold 12,222 Clorox shares in Q1 2019, an estimated $1.88M.
Smith Salley Wealth Management first reported a position in Clorox in Q4 2013 and held it in 12 quarters.
Smith Salley Wealth Management's Clorox position peaked at $2.2M in Q4 2015.
1,017 funds tracked by Wall St. Rank held Clorox as of Q1 2019.

Based on Smith Salley Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.