IBEX Wealth Advisors’s Ecolab ECL Stock Holding History

IBEX Wealth Advisors’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	–	Sell	-311	Closed	-$61K	–	152
2019 Q2	$61K	Buy	+311	New	+$57.8K	0.02%	197

Other funds holding ECL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IBEX Wealth Advisors's ECL Position: Q3 2019 in Review

IBEX Wealth Advisors sold out of Ecolab (ECL) in Q3 2019, closing a stake of 311 shares — an estimated $61K sold.

IBEX Wealth Advisors first reported a position in ECL in Q2 2019 and held it in 1 quarter. The position peaked at $61K in Q2 2019. 1,179 funds tracked by Wall St. Rank hold ECL as of Q3 2019.

IBEX Wealth Advisors reported no remaining Ecolab position as of Q3 2019 after selling out during the quarter.
IBEX Wealth Advisors sold 311 Ecolab shares in Q3 2019, an estimated $61K.
IBEX Wealth Advisors first reported a position in Ecolab in Q2 2019 and held it in 1 quarter.
IBEX Wealth Advisors's Ecolab position peaked at $61K in Q2 2019.
1,179 funds tracked by Wall St. Rank held Ecolab as of Q3 2019.

Based on IBEX Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.