Gary Goldberg Planning Services’s Ecolab ECL Stock Holding History

Gary Goldberg Planning 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
2014 Q4	$7K	Sell	65 -70	-52%	-$7.66K	﹤0.01%	374
2014 Q3	$16K	Sell	135 -423	-76%	-$47.6K	0.01%	328
2014 Q2	$62K	Sell	558 -1,080	-66%	-$116K	0.03%	198
2014 Q1	$177K	Buy	1,638 +2	+0.1%	+$209	0.09%	110
2013 Q4	$171K	Buy	1,636 +117	+8%	+$12.2K	0.1%	103
2013 Q3	$150K	Buy	1,519 +203	+15%	+$18.9K	0.09%	107
2013 Q2	$112K	Buy	+1,316	New	+$111K	0.07%	109

Other funds holding ECL

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

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

Gary Goldberg Planning Services's ECL Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its Ecolab (ECL) stake by 52% in Q4 2014, selling an estimated $7.66K and leaving 65 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Gary Goldberg Planning Services first reported a position in ECL in Q2 2013 and has held it in 7 quarters since. The position peaked at $177K in Q1 2014. 809 funds tracked by Wall St. Rank hold ECL as of Q4 2014.

Gary Goldberg Planning Services held 65 shares of Ecolab worth $7K as of Q4 2014.
Gary Goldberg Planning Services sold 70 Ecolab shares in Q4 2014, an estimated $7.66K.
Ecolab made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #374 holding.
Gary Goldberg Planning Services first reported a position in Ecolab in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's Ecolab position peaked at $177K in Q1 2014.
809 funds tracked by Wall St. Rank held Ecolab as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.