Oak Point Wealth Management’s Ecolab ECL Stock Holding History

Oak Point 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
2018 Q1	$14K	Hold	106	–	–	0.01%	137
2017 Q4	$14K	Buy	+106	New	+$14.1K	0.01%	136

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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

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

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Oak Point Wealth Management's ECL Position: Q1 2018 in Review

Oak Point Wealth Management held its Ecolab (ECL) position steady in Q1 2018 at 106 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #137.

Oak Point Wealth Management first reported a position in ECL in Q4 2017 and has held it in 2 quarters since. 976 funds tracked by Wall St. Rank hold ECL as of Q1 2018.

Oak Point Wealth Management held 106 shares of Ecolab worth $14K as of Q1 2018.
Oak Point Wealth Management left its Ecolab share count unchanged in Q1 2018.
Ecolab made up 0.01% of Oak Point Wealth Management's portfolio in Q1 2018, its #137 holding.
Oak Point Wealth Management first reported a position in Ecolab in Q4 2017 and has held it in 2 quarters since.
976 funds tracked by Wall St. Rank held Ecolab as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.