IWMPD
ECOL

Integrated Wealth Management (Palm Desert)’s US Ecology, Inc. ECOL Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio ECOL Stock Details ECOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-20
Closed – – 1500
2015
Q1 		$0 Buy
+20
New +$908 ﹤0.01% 1388

Other funds holding ECOL

BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s ECOL Position: Q2 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of US Ecology, Inc. (ECOL) in Q2 2015, closing a stake of 20 shares.

Integrated Wealth Management (Palm Desert) first reported a position in ECOL in Q1 2015 and held it in 1 quarter. The position peaked at $0 in Q1 2015. 145 funds tracked by Wall St. Rank hold ECOL as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining US Ecology, Inc. position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 20 US Ecology, Inc. shares in Q2 2015.
  • Integrated Wealth Management (Palm Desert) first reported a position in US Ecology, Inc. in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s US Ecology, Inc. position peaked at $0 in Q1 2015.
  • 145 funds tracked by Wall St. Rank held US Ecology, Inc. as of Q2 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2015, filed 17 Jul 2015.