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Constellation Wealth Advisors’s Ecolab ECL Stock Holding History

Constellation 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 		$340K Hold
3,100
– – 0.04% 70
2015
Q2 		$351K Hold
3,100
– – 0.03% 150
2015
Q1 		$355K Hold
3,100
– – 0.03% 157
2014
Q4 		$324K Hold
3,100
– – 0.03% 156
2014
Q3 		$356K Hold
3,100
– – 0.03% 158
2014
Q2 		$345K Sell
3,100
-76,814
-96% -$8.23M 0.04% 146
2014
Q1 		$8.63M Sell
79,914
-1,798
-2% -$188K 0.84% 31
2013
Q4 		$8.52M Buy
81,712
+458
+0.6% +$47.6K 0.82% 28
2013
Q3 		$8.03M Sell
81,254
-3,315
-4% -$308K 0.91% 22
2013
Q2 		$7.2M Buy
+84,569
New +$7.14M 0.86% 25

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

Constellation Wealth Advisors's ECL Position: Q3 2015 in Review

Constellation Wealth Advisors held its Ecolab (ECL) position steady in Q3 2015 at 3,100 shares worth $340K. The position accounts for 0.04% of the portfolio, ranked #70.

Constellation Wealth Advisors first reported a position in ECL in Q2 2013 and has held it in 10 quarters since. The position peaked at $8.63M in Q1 2014. 805 funds tracked by Wall St. Rank hold ECL as of Q3 2015.

  • Constellation Wealth Advisors held 3,100 shares of Ecolab worth $340K as of Q3 2015.
  • Constellation Wealth Advisors left its Ecolab share count unchanged in Q3 2015.
  • Ecolab made up 0.04% of Constellation Wealth Advisors's portfolio in Q3 2015, its #70 holding.
  • Constellation Wealth Advisors first reported a position in Ecolab in Q2 2013 and has held it in 10 quarters since.
  • Constellation Wealth Advisors's Ecolab position peaked at $8.63M in Q1 2014.
  • 805 funds tracked by Wall St. Rank held Ecolab as of Q3 2015.

Based on Constellation Wealth Advisors's 13F filing for Q3 2015, filed 9 Nov 2015.