HWM
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Highwater Wealth Management’s Ecolab ECL Stock Holding History

Highwater 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 		$202K Sell
1,018
-26
-2% -$5.21K 0.89% 30
2019
Q2 		$206K Buy
+1,044
New +$194K 0.93% 30
2017
Q3 		– Sell
-1,882
Closed -$250K – 45
2017
Q2 		$250K Buy
+1,882
New +$243K 0.6% 36

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

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

Highwater Wealth Management reduced its Ecolab (ECL) stake by 2.5% in Q3 2019, selling an estimated $5.21K and leaving 1,018 shares worth $202K. The position accounts for 0.89% of the portfolio, ranked #30.

Highwater Wealth Management first reported a position in ECL in Q2 2017 and has held it in 3 quarters since. The position peaked at $250K in Q2 2017. 1,179 funds tracked by Wall St. Rank hold ECL as of Q3 2019.

  • Highwater Wealth Management held 1,018 shares of Ecolab worth $202K as of Q3 2019.
  • Highwater Wealth Management sold 26 Ecolab shares in Q3 2019, an estimated $5.21K.
  • Ecolab made up 0.89% of Highwater Wealth Management's portfolio in Q3 2019, its #30 holding.
  • Highwater Wealth Management first reported a position in Ecolab in Q2 2017 and has held it in 3 quarters since.
  • Highwater Wealth Management's Ecolab position peaked at $250K in Q2 2017.
  • 1,179 funds tracked by Wall St. Rank held Ecolab as of Q3 2019.

Based on Highwater Wealth Management's 13F filing for Q3 2019, filed 17 Oct 2019.