KJWM
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Kiley Juergens Wealth Management’s Ecolab ECL Stock Holding History

Kiley Juergens 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
2018
Q4 		– Sell
-30
Closed – – 204
2018
Q3 		$0 Hold
30
– – ﹤0.01% 671
2018
Q2 		$0 Buy
+30
New +$4.33K ﹤0.01% 609
2018
Q1 		– Sell
-30
Closed -$4K – 225
2017
Q4 		$4K Buy
+30
New +$3.99K ﹤0.01% 578

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kiley Juergens Wealth Management's ECL Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Ecolab (ECL) in Q4 2018, closing a stake of 30 shares.

Kiley Juergens Wealth Management first reported a position in ECL in Q4 2017 and held it in 3 quarters. The position peaked at $4K in Q4 2017. 1,085 funds tracked by Wall St. Rank hold ECL as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Ecolab position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 30 Ecolab shares in Q4 2018.
  • Kiley Juergens Wealth Management first reported a position in Ecolab in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Ecolab position peaked at $4K in Q4 2017.
  • 1,085 funds tracked by Wall St. Rank held Ecolab as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.