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KMS Financial Services’s Ecolab ECL Stock Holding History

KMS Financial Services’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
2014
Q2 		– Sell
-9,028
Closed -$975K – 554
2014
Q1 		$975K Buy
9,028
+21
+0.2% +$2.2K 0.15% 153
2013
Q4 		$939K Buy
9,007
+6,734
+296% +$700K 0.16% 148
2013
Q3 		$224K Buy
+2,273
New +$211K 0.05% 368

Other funds holding ECL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

KMS Financial Services's ECL Position: Q2 2014 in Review

KMS Financial Services sold out of Ecolab (ECL) in Q2 2014, closing a stake of 9,028 shares — an estimated $975K sold.

KMS Financial Services first reported a position in ECL in Q3 2013 and held it in 3 quarters. The position peaked at $975K in Q1 2014. 743 funds tracked by Wall St. Rank hold ECL as of Q2 2014.

  • KMS Financial Services reported no remaining Ecolab position as of Q2 2014 after selling out during the quarter.
  • KMS Financial Services sold 9,028 Ecolab shares in Q2 2014, an estimated $975K.
  • KMS Financial Services first reported a position in Ecolab in Q3 2013 and held it in 3 quarters.
  • KMS Financial Services's Ecolab position peaked at $975K in Q1 2014.
  • 743 funds tracked by Wall St. Rank held Ecolab as of Q2 2014.

Based on KMS Financial Services's 13F filing for Q2 2014, filed 12 Aug 2014.