EWM
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Executive Wealth Management’s Ecolab ECL Stock Holding History

Executive 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
2019
Q3 		– Sell
-24
Closed -$5K – 315
2019
Q2 		$5K Hold
24
– – ﹤0.01% 708
2019
Q1 		$4K Buy
24
+16
+200% +$2.6K ﹤0.01% 669
2018
Q4 		$1K Buy
+8
New +$1.22K ﹤0.01% 812

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Executive Wealth Management's ECL Position: Q3 2019 in Review

Executive Wealth Management sold out of Ecolab (ECL) in Q3 2019, closing a stake of 24 shares — an estimated $5K sold.

Executive Wealth Management first reported a position in ECL in Q4 2018 and held it in 3 quarters. The position peaked at $5K in Q2 2019. 1,179 funds tracked by Wall St. Rank hold ECL as of Q3 2019.

  • Executive Wealth Management reported no remaining Ecolab position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 24 Ecolab shares in Q3 2019, an estimated $5K.
  • Executive Wealth Management first reported a position in Ecolab in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Ecolab position peaked at $5K in Q2 2019.
  • 1,179 funds tracked by Wall St. Rank held Ecolab as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.