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Concert Wealth Management’s Ecolab ECL Stock Holding History

Concert 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
2017
Q1 		– Sell
-1,763
Closed -$206K – 495
2016
Q4 		$206K Sell
1,763
-76
-4% -$8.9K 0.05% 447
2016
Q3 		$225K Hold
1,839
– – 0.03% 598
2016
Q2 		$220K Buy
+1,839
New +$214K 0.03% 569

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Concert Wealth Management's ECL Position: Q1 2017 in Review

Concert Wealth Management sold out of Ecolab (ECL) in Q1 2017, closing a stake of 1,763 shares — an estimated $206K sold.

Concert Wealth Management first reported a position in ECL in Q2 2016 and held it in 3 quarters. The position peaked at $225K in Q3 2016. 882 funds tracked by Wall St. Rank hold ECL as of Q1 2017.

  • Concert Wealth Management reported no remaining Ecolab position as of Q1 2017 after selling out during the quarter.
  • Concert Wealth Management sold 1,763 Ecolab shares in Q1 2017, an estimated $206K.
  • Concert Wealth Management first reported a position in Ecolab in Q2 2016 and held it in 3 quarters.
  • Concert Wealth Management's Ecolab position peaked at $225K in Q3 2016.
  • 882 funds tracked by Wall St. Rank held Ecolab as of Q1 2017.

Based on Concert Wealth Management's 13F filing for Q1 2017, filed 10 May 2017.