Nelson Capital Management’s Ecolab ECL Stock Holding History

Nelson Capital 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
2018 Q4	–	Sell	-20	Closed	-$2K	–	296
2018 Q3	$2K	Buy	+20	New	+$2.96K	﹤0.01%	262
2017 Q1	–	Sell	-50	Closed	-$6K	–	252
2016 Q4	$6K	Hold	50	–	–	﹤0.01%	225
2016 Q3	$6K	Hold	50	–	–	﹤0.01%	224
2016 Q2	$6K	Hold	50	–	–	﹤0.01%	225
2016 Q1	$6K	Sell	50 -297	-86%	-$31.6K	﹤0.01%	217
2015 Q4	$40K	Hold	347	–	–	0.02%	117
2015 Q3	$38K	Hold	347	–	–	0.01%	116
2015 Q2	$39K	Sell	347 -140	-29%	-$16.1K	0.01%	131
2015 Q1	$56K	Buy	487 +297	+156%	+$32.5K	0.02%	113
2014 Q4	$20K	Sell	190 -135	-42%	-$14.8K	0.01%	182
2014 Q3	$37K	Sell	325 -100	-24%	-$11.3K	0.01%	137
2014 Q2	$47K	Hold	425	–	–	0.02%	118
2014 Q1	$46K	Hold	425	–	–	0.02%	118
2013 Q4	$44K	Hold	425	–	–	0.02%	115
2013 Q3	$42K	Hold	425	–	–	0.02%	112
2013 Q2	$36K	Buy	+425	New	+$35.9K	0.02%	116

Other funds holding ECL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Nelson Capital Management's ECL Position: Q4 2018 in Review

Nelson Capital Management sold out of Ecolab (ECL) in Q4 2018, closing a stake of 20 shares — an estimated $2K sold.

Nelson Capital Management first reported a position in ECL in Q2 2013 and held it in 16 quarters. The position peaked at $56K in Q1 2015. 1,087 funds tracked by Wall St. Rank hold ECL as of Q4 2018.

Nelson Capital Management reported no remaining Ecolab position as of Q4 2018 after selling out during the quarter.
Nelson Capital Management sold 20 Ecolab shares in Q4 2018, an estimated $2K.
Nelson Capital Management first reported a position in Ecolab in Q2 2013 and held it in 16 quarters.
Nelson Capital Management's Ecolab position peaked at $56K in Q1 2015.
1,087 funds tracked by Wall St. Rank held Ecolab as of Q4 2018.

Based on Nelson Capital Management's 13F filing for Q4 2018, filed 30 Jan 2019.