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Gupta Wealth Management’s Ecolab ECL Stock Holding History

Gupta 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
2016
Q1 		$42K Hold
375
– – 0.01% 466
2015
Q4 		$43K Sell
375
-200
-35% -$23.5K 0.01% 455
2015
Q3 		$63K Buy
575
+200
+53% +$22.4K 0.02% 407
2015
Q2 		$42K Buy
375
+200
+114% +$23K 0.01% 504
2015
Q1 		$20K Buy
+175
New +$19.2K 0.01% 599

Other funds holding ECL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Gupta Wealth Management's ECL Position: Q1 2016 in Review

Gupta Wealth Management held its Ecolab (ECL) position steady in Q1 2016 at 375 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #466.

Gupta Wealth Management first reported a position in ECL in Q1 2015 and has held it in 5 quarters since. The position peaked at $63K in Q3 2015. 838 funds tracked by Wall St. Rank hold ECL as of Q1 2016.

  • Gupta Wealth Management held 375 shares of Ecolab worth $42K as of Q1 2016.
  • Gupta Wealth Management left its Ecolab share count unchanged in Q1 2016.
  • Ecolab made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #466 holding.
  • Gupta Wealth Management first reported a position in Ecolab in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Ecolab position peaked at $63K in Q3 2015.
  • 838 funds tracked by Wall St. Rank held Ecolab as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.