TWM
CLX icon

Torch Wealth Management’s Clorox CLX Stock Holding History

Torch 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
2014
Q3 		– Sell
-800
Closed -$73K – 128
2014
Q2 		$73K Hold
800
– – 0.05% 138
2014
Q1 		$70K Buy
800
+100
+14% +$8.78K 0.05% 132
2013
Q4 		$65K Buy
+700
New +$63.1K 0.05% 130

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
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
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

Torch Wealth Management's CLX Position: Q3 2014 in Review

Torch Wealth Management sold out of Clorox (CLX) in Q3 2014, closing a stake of 800 shares — an estimated $73K sold.

Torch Wealth Management first reported a position in CLX in Q4 2013 and held it in 3 quarters. The position peaked at $73K in Q2 2014. 677 funds tracked by Wall St. Rank hold CLX as of Q3 2014.

  • Torch Wealth Management reported no remaining Clorox position as of Q3 2014 after selling out during the quarter.
  • Torch Wealth Management sold 800 Clorox shares in Q3 2014, an estimated $73K.
  • Torch Wealth Management first reported a position in Clorox in Q4 2013 and held it in 3 quarters.
  • Torch Wealth Management's Clorox position peaked at $73K in Q2 2014.
  • 677 funds tracked by Wall St. Rank held Clorox as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.