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Holistic Financial Partners’s Ecolab ECL Stock Holding History

Holistic Financial Partners’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
2018
Q2 		– Sell
-47
Closed -$6K – 127
2018
Q1 		$6K Hold
47
– – 0.01% 355
2017
Q4 		$6K Buy
+47
New +$6.25K ﹤0.01% 363

Other funds holding ECL

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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
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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Holistic Financial Partners's ECL Position: Q2 2018 in Review

Holistic Financial Partners sold out of Ecolab (ECL) in Q2 2018, closing a stake of 47 shares — an estimated $6K sold.

Holistic Financial Partners first reported a position in ECL in Q4 2017 and held it in 2 quarters. The position peaked at $6K in Q1 2018. 1,011 funds tracked by Wall St. Rank hold ECL as of Q2 2018.

  • Holistic Financial Partners reported no remaining Ecolab position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 47 Ecolab shares in Q2 2018, an estimated $6K.
  • Holistic Financial Partners first reported a position in Ecolab in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Ecolab position peaked at $6K in Q1 2018.
  • 1,011 funds tracked by Wall St. Rank held Ecolab as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.