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Acorn Wealth Advisors’s Ecolab ECL Stock Holding History

Acorn Wealth Advisors’s Portfolio ECL Stock Details ECL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-127
Closed -$18K – 191
2018
Q2 		$18K Hold
127
– – 0.02% 409
2018
Q1 		$19K Hold
127
– – 0.02% 393
2017
Q4 		$17K Buy
+127
New +$16.9K 0.02% 397

Other funds holding ECL

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Acorn Wealth Advisors's ECL Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Ecolab (ECL) in Q3 2018, closing a stake of 127 shares — an estimated $18K sold.

Acorn Wealth Advisors first reported a position in ECL in Q4 2017 and held it in 3 quarters. The position peaked at $19K in Q1 2018. 1,022 funds tracked by Wall St. Rank hold ECL as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Ecolab position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 127 Ecolab shares in Q3 2018, an estimated $18K.
  • Acorn Wealth Advisors first reported a position in Ecolab in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Ecolab position peaked at $19K in Q1 2018.
  • 1,022 funds tracked by Wall St. Rank held Ecolab as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.