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Winfield Associates’s Clorox CLX Stock Holding History

Winfield Associates’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 – 289
2014
Q2 		$73K Hold
800
– – 0.05% 158
2014
Q1 		$70K Hold
800
– – 0.06% 146
2013
Q4 		$74K Buy
+800
New +$72.1K 0.06% 148

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 $3.37T AUM 44.26% 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

Winfield Associates's CLX Position: Q3 2014 in Review

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

Winfield Associates first reported a position in CLX in Q4 2013 and held it in 3 quarters. The position peaked at $74K in Q4 2013. 677 funds tracked by Wall St. Rank hold CLX as of Q3 2014.

  • Winfield Associates reported no remaining Clorox position as of Q3 2014 after selling out during the quarter.
  • Winfield Associates sold 800 Clorox shares in Q3 2014, an estimated $73K.
  • Winfield Associates first reported a position in Clorox in Q4 2013 and held it in 3 quarters.
  • Winfield Associates's Clorox position peaked at $74K in Q4 2013.
  • 677 funds tracked by Wall St. Rank held Clorox as of Q3 2014.

Based on Winfield Associates's 13F filing for Q3 2014, filed 10 Nov 2014.