WFG Advisors’s Clorox CLX Stock Holding History

WFG 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 Q2	$209K	Buy	1,571 +106	+7%	+$14.3K	0.05%	358
2017 Q1	$198K	Sell	1,465 -496	-25%	-$64.3K	0.05%	341
2016 Q4	$235K	Sell	1,961 -605	-24%	-$71.3K	0.06%	337
2016 Q3	$321K	Sell	2,566 -107	-4%	-$14K	0.08%	249
2016 Q2	$370K	Buy	2,673 +358	+15%	+$46.4K	0.1%	205
2016 Q1	$292K	Buy	2,315 +22	+1%	+$2.8K	0.08%	239
2015 Q4	$291K	Buy	2,293 +141	+7%	+$17.5K	0.09%	227
2015 Q3	$249K	Sell	2,152 -2,422	-53%	-$272K	0.08%	247
2015 Q2	$476K	Sell	4,574 -4,260	-48%	-$460K	0.13%	173
2015 Q1	$975K	Sell	8,834 -3,215	-27%	-$349K	0.27%	81
2014 Q4	$1.26M	Buy	12,049 +321	+3%	+$32.1K	0.25%	83
2014 Q3	$1.13M	Sell	11,728 -618	-5%	-$55.9K	0.21%	106
2014 Q2	$1.13M	Buy	12,346 +1,649	+15%	+$148K	0.21%	109
2014 Q1	$941K	Sell	10,697 -1,231	-10%	-$108K	0.19%	126
2013 Q4	$1.11M	Sell	11,928 -82	-0.7%	-$7.39K	0.16%	152
2013 Q3	$981K	Buy	12,010 +6,112	+104%	+$516K	0.15%	161
2013 Q2	$490K	Buy	+5,898	New	+$507K	0.08%	263

Other funds holding CLX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Parnassus Investments

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Renaissance Technologies

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return