WESPAC Advisors SoCal’s Clorox CLX Stock Holding History

WESPAC Advisors SoCal’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 Q2	–	Sell	-306	Closed	-$49K	–	123
2019 Q1	$49K	Hold	306	–	–	0.03%	118
2018 Q4	$47K	Buy	306 +50	+20%	+$7.79K	0.03%	124
2018 Q3	$38K	Buy	+256	New	+$36.4K	0.02%	141
2018 Q2	–	Sell	-256	Closed	-$34K	–	118
2018 Q1	$34K	Hold	256	–	–	0.02%	127
2017 Q4	$38K	Hold	256	–	–	0.02%	124
2017 Q3	$33K	Hold	256	–	–	0.02%	137
2017 Q2	$34K	Hold	256	–	–	0.02%	129
2017 Q1	$34.5K	Hold	256	–	–	0.02%	127
2016 Q4	$30.8K	Sell	256 -100	-28%	-$11.8K	0.02%	133
2016 Q3	$44.6K	Hold	356	–	–	0.03%	117
2016 Q2	$49.3K	Buy	356 +100	+39%	+$13K	0.03%	119
2016 Q1	$32.3K	Hold	256	–	–	0.02%	131
2015 Q4	$32K	Buy	+256	New	+$31.8K	0.02%	143

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 $3.38T AUM 44.17% 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

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

WESPAC Advisors SoCal's CLX Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Clorox (CLX) in Q2 2019, closing a stake of 306 shares — an estimated $49K sold.

WESPAC Advisors SoCal first reported a position in CLX in Q4 2015 and held it in 13 quarters. The position peaked at $49.3K in Q2 2016. 966 funds tracked by Wall St. Rank hold CLX as of Q2 2019.

WESPAC Advisors SoCal reported no remaining Clorox position as of Q2 2019 after selling out during the quarter.
WESPAC Advisors SoCal sold 306 Clorox shares in Q2 2019, an estimated $49K.
WESPAC Advisors SoCal first reported a position in Clorox in Q4 2015 and held it in 13 quarters.
WESPAC Advisors SoCal's Clorox position peaked at $49.3K in Q2 2016.
966 funds tracked by Wall St. Rank held Clorox as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.