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Cypress Wealth Advisors’s Ecolab ECL Stock Holding History

Cypress 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
2017
Q2 		– Sell
-2,339
Closed -$293K – 115
2017
Q1 		$293K Buy
2,339
+53
+2% +$6.48K 0.13% 152
2016
Q4 		$268K Sell
2,286
-11
-0.5% -$1.29K 0.12% 153
2016
Q3 		$280K Buy
2,297
+54
+2% +$6.52K 0.13% 140
2016
Q2 		$266K Buy
2,243
+12
+0.5% +$1.4K 0.13% 142
2016
Q1 		$249K Sell
2,231
-6
-0.3% -$637 0.11% 154
2015
Q4 		$256K Buy
2,237
+26
+1% +$3.06K 0.13% 145
2015
Q3 		$243K Buy
+2,211
New +$247K 0.13% 151

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
CWG
C WorldWide Group Copenhagen, Denmark $4.66B AUM 11.67% 1-Year Est. Return

Cypress Wealth Advisors's ECL Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of Ecolab (ECL) in Q2 2017, closing a stake of 2,339 shares — an estimated $293K sold.

Cypress Wealth Advisors first reported a position in ECL in Q3 2015 and held it in 7 quarters. The position peaked at $293K in Q1 2017. 885 funds tracked by Wall St. Rank hold ECL as of Q2 2017.

  • Cypress Wealth Advisors reported no remaining Ecolab position as of Q2 2017 after selling out during the quarter.
  • Cypress Wealth Advisors sold 2,339 Ecolab shares in Q2 2017, an estimated $293K.
  • Cypress Wealth Advisors first reported a position in Ecolab in Q3 2015 and held it in 7 quarters.
  • Cypress Wealth Advisors's Ecolab position peaked at $293K in Q1 2017.
  • 885 funds tracked by Wall St. Rank held Ecolab as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.