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Allegis Investment Advisors’s Ecolab ECL Stock Holding History

Allegis Investment 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
Q1 		$1.26M Sell
9,231
-2,126
-19% -$286K 0.39% 61
2017
Q4 		$1.52M Sell
11,357
-730
-6% -$97.1K 0.45% 61
2017
Q3 		$1.55M Sell
12,087
-3,671
-23% -$483K 0.37% 78
2017
Q2 		$2.09M Sell
15,758
-477
-3% -$61.6K 0.53% 55
2017
Q1 		$2.04M Buy
16,235
+655
+4% +$80.1K 0.54% 51
2016
Q4 		$1.83M Buy
15,580
+1,252
+9% +$147K 0.58% 47
2016
Q3 		$1.74M Buy
14,328
+76
+0.5% +$9.18K 0.68% 45
2016
Q2 		$1.66M Buy
14,252
+1,168
+9% +$136K 0.84% 33
2016
Q1 		$1.46M Buy
13,084
+2,813
+27% +$299K 0.84% 32
2015
Q4 		$1.18M Buy
+10,271
New +$1.21M 0.66% 37

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Allegis Investment Advisors's ECL Position: Q1 2018 in Review

Allegis Investment Advisors reduced its Ecolab (ECL) stake by 19% in Q1 2018, selling an estimated $286K and leaving 9,231 shares worth $1.26M. The position accounts for 0.39% of the portfolio, ranked #61.

Allegis Investment Advisors first reported a position in ECL in Q4 2015 and has held it in 10 quarters since. The position peaked at $2.09M in Q2 2017. 976 funds tracked by Wall St. Rank hold ECL as of Q1 2018.

  • Allegis Investment Advisors held 9,231 shares of Ecolab worth $1.26M as of Q1 2018.
  • Allegis Investment Advisors sold 2,126 Ecolab shares in Q1 2018, an estimated $286K.
  • Ecolab made up 0.39% of Allegis Investment Advisors's portfolio in Q1 2018, its #61 holding.
  • Allegis Investment Advisors first reported a position in Ecolab in Q4 2015 and has held it in 10 quarters since.
  • Allegis Investment Advisors's Ecolab position peaked at $2.09M in Q2 2017.
  • 976 funds tracked by Wall St. Rank held Ecolab as of Q1 2018.

Based on Allegis Investment Advisors's 13F filing for Q1 2018, filed 24 Apr 2018.