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Montag & Caldwell’s Ecolab ECL Stock Holding History

Montag & Caldwell’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
2015
Q3 		– Sell
-2,210
Closed -$250K – 98
2015
Q2 		$250K Sell
2,210
-6,750
-75% -$776K ﹤0.01% 98
2015
Q1 		$1.02M Hold
8,960
– – 0.01% 58
2014
Q4 		$936K Buy
+8,960
New +$980K 0.01% 53
2013
Q3 		– Sell
-10,895
Closed -$928K – 98
2013
Q2 		$928K Buy
+10,895
New +$920K 0.01% 64

Other funds holding ECL

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Montag & Caldwell's ECL Position: Q3 2015 in Review

Montag & Caldwell sold out of Ecolab (ECL) in Q3 2015, closing a stake of 2,210 shares — an estimated $250K sold.

Montag & Caldwell first reported a position in ECL in Q2 2013 and held it in 4 quarters. The position peaked at $1.02M in Q1 2015. 804 funds tracked by Wall St. Rank hold ECL as of Q3 2015.

  • Montag & Caldwell reported no remaining Ecolab position as of Q3 2015 after selling out during the quarter.
  • Montag & Caldwell sold 2,210 Ecolab shares in Q3 2015, an estimated $250K.
  • Montag & Caldwell first reported a position in Ecolab in Q2 2013 and held it in 4 quarters.
  • Montag & Caldwell's Ecolab position peaked at $1.02M in Q1 2015.
  • 804 funds tracked by Wall St. Rank held Ecolab as of Q3 2015.

Based on Montag & Caldwell's 13F filing for Q3 2015, filed 4 Nov 2015.