Aevitas Wealth Management’s Ecolab ECL Stock Holding History

Aevitas Wealth Management’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
2019 Q2	–	Sell	-993	Closed	-$175K	–	165
2019 Q1	$175K	Hold	993	–	–	0.16%	108
2018 Q4	$146K	Buy	993 +1	+0.1%	+$153	0.15%	111
2018 Q3	$155K	Buy	992 +1	+0.1%	+$148	0.14%	115
2018 Q2	$139K	Sell	991 -2	-0.2%	-$288	0.14%	118
2018 Q1	$136K	Buy	993 +1	+0.1%	+$134	0.14%	119
2017 Q4	$133K	Buy	+992	New	+$132K	0.13%	120

Other funds holding ECL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aevitas Wealth Management's ECL Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Ecolab (ECL) in Q2 2019, closing a stake of 993 shares — an estimated $175K sold.

Aevitas Wealth Management first reported a position in ECL in Q4 2017 and held it in 6 quarters. The position peaked at $175K in Q1 2019. 1,140 funds tracked by Wall St. Rank hold ECL as of Q2 2019.

Aevitas Wealth Management reported no remaining Ecolab position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 993 Ecolab shares in Q2 2019, an estimated $175K.
Aevitas Wealth Management first reported a position in Ecolab in Q4 2017 and held it in 6 quarters.
Aevitas Wealth Management's Ecolab position peaked at $175K in Q1 2019.
1,140 funds tracked by Wall St. Rank held Ecolab as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.