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LBA Wealth Management’s Ecolab ECL Stock Holding History

LBA 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
2017
Q1 		$692K Buy
5,520
+575
+12% +$70.3K 0.36% 50
2016
Q4 		$580K Sell
4,945
-125
-2% -$14.6K 0.32% 58
2016
Q3 		$617K Buy
5,070
+25
+0.5% +$3.02K 0.35% 49
2016
Q2 		$598K Buy
5,045
+335
+7% +$39.1K 0.34% 52
2016
Q1 		$525K Buy
4,710
+260
+6% +$27.6K 0.3% 57
2015
Q4 		$509K Buy
4,450
+815
+22% +$95.9K 0.29% 61
2015
Q3 		$399K Buy
+3,635
New +$407K 0.25% 73

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LBA Wealth Management's ECL Position: Q1 2017 in Review

LBA Wealth Management increased its Ecolab (ECL) stake by 12% in Q1 2017, buying an estimated $70.3K and bringing the position to 5,520 shares worth $692K. The position accounts for 0.36% of the portfolio, ranked #50.

LBA Wealth Management first reported a position in ECL in Q3 2015 and has held it in 7 quarters since. 882 funds tracked by Wall St. Rank hold ECL as of Q1 2017.

  • LBA Wealth Management held 5,520 shares of Ecolab worth $692K as of Q1 2017.
  • LBA Wealth Management bought 575 Ecolab shares in Q1 2017, an estimated $70.3K.
  • Ecolab made up 0.36% of LBA Wealth Management's portfolio in Q1 2017, its #50 holding.
  • LBA Wealth Management first reported a position in Ecolab in Q3 2015 and has held it in 7 quarters since.
  • 882 funds tracked by Wall St. Rank held Ecolab as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.