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Fiduciary Financial Services of The Southwest’s Ecolab ECL Stock Holding History

Fiduciary Financial Services of The Southwest’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
Q4 		$1.34M Sell
6,935
-425
-6% -$80.7K 0.35% 70
2019
Q3 		$1.46M Buy
7,360
+235
+3% +$47.1K 0.39% 68
2019
Q2 		$1.41M Hold
7,125
– – 0.4% 70
2019
Q1 		$1.26M Sell
7,125
-255
-3% -$41.4K 0.37% 70
2018
Q4 		$1.09M Hold
7,380
– – 0.34% 74
2018
Q3 		$1.16M Hold
7,380
– – 0.32% 75
2018
Q2 		$1.04M Hold
7,380
– – 0.31% 81
2018
Q1 		$1.01M Sell
7,380
-98
-1% -$13.2K 0.31% 80
2017
Q4 		$1M Sell
7,478
-43
-0.6% -$5.72K 0.29% 88
2017
Q3 		$967K Sell
7,521
-260
-3% -$34.2K 0.29% 89
2017
Q2 		$1.03M Buy
7,781
+68
+0.9% +$8.79K 0.32% 85
2017
Q1 		$967K Sell
7,713
-430
-5% -$52.6K 0.31% 90
2016
Q4 		$955K Sell
8,143
-155
-2% -$18.1K 0.31% 86
2016
Q3 		$1.01M Buy
8,298
+35
+0.4% +$4.22K 0.32% 84
2016
Q2 		$980K Sell
8,263
-239
-3% -$27.9K 0.32% 81
2016
Q1 		$948K Buy
8,502
+112
+1% +$11.9K 0.34% 78
2015
Q4 		$960K Buy
8,390
+260
+3% +$30.6K 0.34% 83
2015
Q3 		$892K Sell
8,130
-10
-0.1% -$1.12K 0.31% 90
2015
Q2 		$920K Buy
8,140
+88
+1% +$10.1K 0.28% 98
2015
Q1 		$921K Sell
8,052
-160
-2% -$17.5K 0.27% 92
2014
Q4 		$858K Buy
8,212
+215
+3% +$23.5K 0.25% 96
2014
Q3 		$918K Sell
7,997
-265
-3% -$29.8K 0.26% 97
2014
Q2 		$920K Sell
8,262
-765
-8% -$82K 0.26% 95
2014
Q1 		$975K Buy
9,027
+280
+3% +$29.3K 0.29% 88
2013
Q4 		$912K Buy
8,747
+3,322
+61% +$345K 0.29% 86
2013
Q3 		$536K Buy
+5,425
New +$505K 0.18% 104

Other funds holding ECL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Fiduciary Financial Services of The Southwest's ECL Position: Q4 2019 in Review

Fiduciary Financial Services of The Southwest reduced its Ecolab (ECL) stake by 5.8% in Q4 2019, selling an estimated $80.7K and leaving 6,935 shares worth $1.34M. The position accounts for 0.35% of the portfolio, ranked #70.

Fiduciary Financial Services of The Southwest first reported a position in ECL in Q3 2013 and has held it in 26 quarters since. The position peaked at $1.46M in Q3 2019. 1,241 funds tracked by Wall St. Rank hold ECL as of Q4 2019.

  • Fiduciary Financial Services of The Southwest held 6,935 shares of Ecolab worth $1.34M as of Q4 2019.
  • Fiduciary Financial Services of The Southwest sold 425 Ecolab shares in Q4 2019, an estimated $80.7K.
  • Ecolab made up 0.35% of Fiduciary Financial Services of The Southwest's portfolio in Q4 2019, its #70 holding.
  • Fiduciary Financial Services of The Southwest first reported a position in Ecolab in Q3 2013 and has held it in 26 quarters since.
  • Fiduciary Financial Services of The Southwest's Ecolab position peaked at $1.46M in Q3 2019.
  • 1,241 funds tracked by Wall St. Rank held Ecolab as of Q4 2019.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q4 2019, filed 11 Feb 2020.