Optimum Investment Advisors’s Ecolab ECL Stock Holding History

Optimum Investment Advisors’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
2020 Q1	–	Sell	-255	Closed	-$49K	–	887
2019 Q4	$49K	Hold	255	–	–	0.01%	520
2019 Q3	$51K	Hold	255	–	–	0.02%	510
2019 Q2	$50K	Sell	255 -242	-49%	-$45K	0.02%	506
2019 Q1	$88K	Hold	497	–	–	0.03%	401
2018 Q4	$73K	Sell	497 -80	-14%	-$12.2K	0.03%	402
2018 Q3	$90K	Buy	577 +80	+16%	+$11.9K	0.02%	416
2018 Q2	$70K	Sell	497 -200	-29%	-$28.8K	0.02%	462
2018 Q1	$96K	Buy	+697	New	+$93.7K	0.03%	408
2015 Q1	$23K	Hold	200	–	–	0.01%	661
2014 Q4	$21K	Hold	200	–	–	0.01%	696
2014 Q3	$23K	Hold	200	–	–	0.01%	615
2014 Q2	$22K	Hold	200	–	–	0.01%	639
2014 Q1	$22K	Hold	200	–	–	0.01%	498
2013 Q4	$21K	Hold	200	–	–	0.01%	505
2013 Q3	$20K	Buy	+200	New	+$18.6K	0.01%	496

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Optimum Investment Advisors's ECL Position: Q1 2020 in Review

Optimum Investment Advisors sold out of Ecolab (ECL) in Q1 2020, closing a stake of 255 shares — an estimated $49K sold.

Optimum Investment Advisors first reported a position in ECL in Q3 2013 and held it in 15 quarters. The position peaked at $96K in Q1 2018. 1,174 funds tracked by Wall St. Rank hold ECL as of Q1 2020.

Optimum Investment Advisors reported no remaining Ecolab position as of Q1 2020 after selling out during the quarter.
Optimum Investment Advisors sold 255 Ecolab shares in Q1 2020, an estimated $49K.
Optimum Investment Advisors first reported a position in Ecolab in Q3 2013 and held it in 15 quarters.
Optimum Investment Advisors's Ecolab position peaked at $96K in Q1 2018.
1,174 funds tracked by Wall St. Rank held Ecolab as of Q1 2020.

Based on Optimum Investment Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.