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Laurel Wealth Advisors (California)’s Ecolab ECL Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		– Sell
-1,023
Closed -$203K – 454
2019
Q3 		$203K Buy
+1,023
New +$205K 0.03% 429
2018
Q3 		– Sell
-1,600
Closed -$224K – 436
2018
Q2 		$224K Sell
1,600
-17
-1% -$2.45K 0.06% 340
2018
Q1 		$221K Sell
1,617
-173
-10% -$23.3K 0.07% 307
2017
Q4 		$240K Buy
+1,790
New +$238K 0.07% 295

Other funds holding ECL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Laurel Wealth Advisors (California)'s ECL Position: Q4 2019 in Review

Laurel Wealth Advisors (California) sold out of Ecolab (ECL) in Q4 2019, closing a stake of 1,023 shares — an estimated $203K sold.

Laurel Wealth Advisors (California) first reported a position in ECL in Q4 2017 and held it in 4 quarters. The position peaked at $240K in Q4 2017. 1,242 funds tracked by Wall St. Rank hold ECL as of Q4 2019.

  • Laurel Wealth Advisors (California) reported no remaining Ecolab position as of Q4 2019 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 1,023 Ecolab shares in Q4 2019, an estimated $203K.
  • Laurel Wealth Advisors (California) first reported a position in Ecolab in Q4 2017 and held it in 4 quarters.
  • Laurel Wealth Advisors (California)'s Ecolab position peaked at $240K in Q4 2017.
  • 1,242 funds tracked by Wall St. Rank held Ecolab as of Q4 2019.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2019, filed 13 Feb 2020.