Icon Wealth Partners’s Ecolab ECL Stock Holding History

Icon Wealth 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 Q1	–	Sell	-14	Closed	-$2K	–	385
2017 Q4	$2K	Buy	+14	New	+$1.86K	﹤0.01%	826

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

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

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

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Icon Wealth Partners's ECL Position: Q1 2018 in Review

Icon Wealth Partners sold out of Ecolab (ECL) in Q1 2018, closing a stake of 14 shares — an estimated $2K sold.

Icon Wealth Partners first reported a position in ECL in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 975 funds tracked by Wall St. Rank hold ECL as of Q1 2018.

Icon Wealth Partners reported no remaining Ecolab position as of Q1 2018 after selling out during the quarter.
Icon Wealth Partners sold 14 Ecolab shares in Q1 2018, an estimated $2K.
Icon Wealth Partners first reported a position in Ecolab in Q4 2017 and held it in 1 quarter.
Icon Wealth Partners's Ecolab position peaked at $2K in Q4 2017.
975 funds tracked by Wall St. Rank held Ecolab as of Q1 2018.

Based on Icon Wealth Partners's 13F filing for Q1 2018, filed 15 May 2018.