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CLA (CliftonLarsonAllen) Wealth Advisors’s Ecolab ECL Stock Holding History

CLA (CliftonLarsonAllen) 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
2015
Q3 		– Sell
-2,468
Closed -$279K – 122
2015
Q2 		$279K Buy
+2,468
New +$284K 0.06% 134

Other funds holding ECL

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's ECL Position: Q3 2015 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Ecolab (ECL) in Q3 2015, closing a stake of 2,468 shares — an estimated $279K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in ECL in Q2 2015 and held it in 1 quarter. The position peaked at $279K in Q2 2015. 804 funds tracked by Wall St. Rank hold ECL as of Q3 2015.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Ecolab position as of Q3 2015 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 2,468 Ecolab shares in Q3 2015, an estimated $279K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Ecolab in Q2 2015 and held it in 1 quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Ecolab position peaked at $279K in Q2 2015.
  • 804 funds tracked by Wall St. Rank held Ecolab as of Q3 2015.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q3 2015, filed 27 Oct 2015.