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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
2015
Q2 		– Sell
-100
Closed -$3K – 1678
2015
Q1 		$3K Sell
100
-2,000
-95% -$217K ﹤0.01% 1456
2014
Q4 		$55K Hold
2,100
– – 0.01% 849
2014
Q3 		$33K Buy
+2,100
New +$190K 0.01% 1066

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
CRC
Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VAM
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WFG Advisors's CLX Position: Q2 2017 in Review

WFG Advisors increased its Clorox (CLX) stake by 7.2% in Q2 2017, buying an estimated $14.3K and bringing the position to 1,571 shares worth $209K. The position accounts for 0.05% of the portfolio, ranked #358.

WFG Advisors first reported a position in CLX in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.26M in Q4 2014. 866 funds tracked by Wall St. Rank hold CLX as of Q2 2017.

  • WFG Advisors held 1,571 shares of Clorox worth $209K as of Q2 2017.
  • WFG Advisors bought 106 Clorox shares in Q2 2017, an estimated $14.3K.
  • Clorox made up 0.05% of WFG Advisors's portfolio in Q2 2017, its #358 holding.
  • WFG Advisors first reported a position in Clorox in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Clorox position peaked at $1.26M in Q4 2014.
  • 866 funds tracked by Wall St. Rank held Clorox as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.