LifePlan Financial Group’s Ecolab ECL Stock Holding History

LifePlan Financial Group’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 Q3	–	Sell	-450	Closed	-$89K	–	552
2019 Q2	$89K	Hold	450	–	–	0.04%	195
2019 Q1	$79K	Hold	450	–	–	0.04%	203
2018 Q4	$66K	Hold	450	–	–	0.04%	209
2018 Q3	$71K	Hold	450	–	–	0.04%	217
2018 Q2	$63K	Hold	450	–	–	0.04%	218
2018 Q1	$62K	Buy	+450	New	+$60.5K	0.04%	205
2014 Q2	–	Sell	-600	Closed	-$65K	–	105
2014 Q1	$65K	Buy	+600	New	+$62.9K	0.05%	108

Other funds holding ECL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LifePlan Financial Group's ECL Position: Q3 2019 in Review

LifePlan Financial Group sold out of Ecolab (ECL) in Q3 2019, closing a stake of 450 shares — an estimated $89K sold.

LifePlan Financial Group first reported a position in ECL in Q1 2014 and held it in 7 quarters. The position peaked at $89K in Q2 2019. 1,179 funds tracked by Wall St. Rank hold ECL as of Q3 2019.

LifePlan Financial Group reported no remaining Ecolab position as of Q3 2019 after selling out during the quarter.
LifePlan Financial Group sold 450 Ecolab shares in Q3 2019, an estimated $89K.
LifePlan Financial Group first reported a position in Ecolab in Q1 2014 and held it in 7 quarters.
LifePlan Financial Group's Ecolab position peaked at $89K in Q2 2019.
1,179 funds tracked by Wall St. Rank held Ecolab as of Q3 2019.

Based on LifePlan Financial Group's 13F filing for Q3 2019, filed 15 Oct 2019.