Cypress Wealth Services’s Ecolab ECL Stock Holding History

Cypress Wealth Services’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
2019 Q3	–	Sell	-1,255	Closed	-$248K	–	258
2019 Q2	$248K	Hold	1,255	–	–	0.07%	212
2019 Q1	$222K	Buy	+1,255	New	+$204K	0.07%	223

Other funds holding ECL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cypress Wealth Services's ECL Position: Q3 2019 in Review

Cypress Wealth Services sold out of Ecolab (ECL) in Q3 2019, closing a stake of 1,255 shares — an estimated $248K sold.

Cypress Wealth Services first reported a position in ECL in Q1 2019 and held it in 2 quarters. The position peaked at $248K in Q2 2019. 1,179 funds tracked by Wall St. Rank hold ECL as of Q3 2019.

Cypress Wealth Services reported no remaining Ecolab position as of Q3 2019 after selling out during the quarter.
Cypress Wealth Services sold 1,255 Ecolab shares in Q3 2019, an estimated $248K.
Cypress Wealth Services first reported a position in Ecolab in Q1 2019 and held it in 2 quarters.
Cypress Wealth Services's Ecolab position peaked at $248K in Q2 2019.
1,179 funds tracked by Wall St. Rank held Ecolab as of Q3 2019.

Based on Cypress Wealth Services's 13F filing for Q3 2019, filed 16 Oct 2019.