MFW
ECL icon

Mosaic Family Wealth’s Ecolab ECL Stock Holding History

Mosaic Family Wealth’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
Q2 		– Sell
-211
Closed -$37K – 286
2019
Q1 		$37K Buy
211
+27
+15% +$4.38K 0.01% 346
2018
Q4 		$27K Hold
184
– – 0.01% 381
2018
Q3 		$29K Sell
184
-53
-22% -$7.86K 0.01% 381
2018
Q2 		$33K Buy
237
+53
+29% +$7.64K 0.01% 364
2018
Q1 		$25K Buy
184
+68
+59% +$9.14K 0.01% 402
2017
Q4 		$16K Buy
+116
New +$15.4K 0.01% 475

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mosaic Family Wealth's ECL Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Ecolab (ECL) in Q2 2019, closing a stake of 211 shares — an estimated $37K sold.

Mosaic Family Wealth first reported a position in ECL in Q4 2017 and held it in 6 quarters. The position peaked at $37K in Q1 2019. 1,140 funds tracked by Wall St. Rank hold ECL as of Q2 2019.

  • Mosaic Family Wealth reported no remaining Ecolab position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 211 Ecolab shares in Q2 2019, an estimated $37K.
  • Mosaic Family Wealth first reported a position in Ecolab in Q4 2017 and held it in 6 quarters.
  • Mosaic Family Wealth's Ecolab position peaked at $37K in Q1 2019.
  • 1,140 funds tracked by Wall St. Rank held Ecolab as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.