OFW
ECL icon

Omnia Family Wealth’s Ecolab ECL Stock Holding History

Omnia 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
-208
Closed -$37K – 218
2019
Q1 		$37K Hold
208
– – 0.02% 180
2018
Q4 		$31K Hold
208
– – 0.02% 177
2018
Q3 		$33K Hold
208
– – 0.02% 178
2018
Q2 		$29K Hold
208
– – 0.01% 187
2018
Q1 		$29K Buy
208
+1
+0.5% +$134 0.01% 179
2017
Q4 		$28K Hold
207
– – 0.01% 199
2017
Q3 		$27K Sell
207
-28
-12% -$3.68K 0.01% 188
2017
Q2 		$31K Buy
235
+1
+0.4% +$129 0.01% 185
2017
Q1 		$29K Hold
234
– – 0.01% 189
2016
Q4 		$28K Buy
+234
New +$27.4K 0.01% 196

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

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

Omnia Family Wealth sold out of Ecolab (ECL) in Q2 2019, closing a stake of 208 shares — an estimated $37K sold.

Omnia Family Wealth first reported a position in ECL in Q4 2016 and held it in 10 quarters. The position peaked at $37K in Q1 2019. 1,140 funds tracked by Wall St. Rank hold ECL as of Q2 2019.

  • Omnia Family Wealth reported no remaining Ecolab position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 208 Ecolab shares in Q2 2019, an estimated $37K.
  • Omnia Family Wealth first reported a position in Ecolab in Q4 2016 and held it in 10 quarters.
  • Omnia 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 Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.