Summit Financial Wealth Advisors’s Clorox CLX Stock Holding History

Summit Financial Wealth Advisors’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 Q4	–	Sell	-11,670	Closed	-$1.54M	–	145
2017 Q3	$1.54M	Sell	11,670 -6,004	-34%	-$807K	0.56%	51
2017 Q2	$2.35M	Sell	17,674 -1,890	-10%	-$255K	0.93%	34
2017 Q1	$2.64M	Buy	19,564 +3,425	+21%	+$444K	1.15%	31
2016 Q4	$1.94M	Sell	16,139 -3,500	-18%	-$413K	0.85%	36
2016 Q3	$2.46M	Sell	19,639 -465	-2%	-$60.9K	1.06%	34
2016 Q2	$2.78M	Hold	20,104	–	–	1.16%	30
2016 Q1	$2.53M	Sell	20,104 -125	-0.6%	-$15.9K	1.11%	31
2015 Q4	$2.57M	Buy	20,229 +734	+4%	+$91.1K	1.17%	30
2015 Q3	$2.25M	Hold	19,495	–	–	1.46%	20
2015 Q2	$2.03M	Sell	19,495 -1,200	-6%	-$129K	1.25%	27
2015 Q1	$2.22M	Sell	20,695 -1,895	-8%	-$206K	1.5%	23
2014 Q4	$2.35M	Buy	+22,590	New	+$2.26M	1.63%	22

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VAM

ValueInvest Asset Management Luxembourg $1.47B AUM 0.87% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Summit Financial Wealth Advisors's CLX Position: Q4 2017 in Review

Summit Financial Wealth Advisors sold out of Clorox (CLX) in Q4 2017, closing a stake of 11,670 shares — an estimated $1.54M sold.

Summit Financial Wealth Advisors first reported a position in CLX in Q4 2014 and held it in 12 quarters. The position peaked at $2.78M in Q2 2016. 932 funds tracked by Wall St. Rank hold CLX as of Q4 2017.

Summit Financial Wealth Advisors reported no remaining Clorox position as of Q4 2017 after selling out during the quarter.
Summit Financial Wealth Advisors sold 11,670 Clorox shares in Q4 2017, an estimated $1.54M.
Summit Financial Wealth Advisors first reported a position in Clorox in Q4 2014 and held it in 12 quarters.
Summit Financial Wealth Advisors's Clorox position peaked at $2.78M in Q2 2016.
932 funds tracked by Wall St. Rank held Clorox as of Q4 2017.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2017, filed 5 Feb 2018.