Personal Wealth Partners’s Ecolab ECL Stock Holding History

Personal Wealth Partners’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 Q4	–	Sell	-209	Closed	-$41K	–	554
2019 Q3	$41K	Hold	209	–	–	0.02%	155
2019 Q2	$41K	Buy	+209	New	+$38.9K	0.02%	138

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Personal Wealth Partners's ECL Position: Q4 2019 in Review

Personal Wealth Partners sold out of Ecolab (ECL) in Q4 2019, closing a stake of 209 shares — an estimated $41K sold.

Personal Wealth Partners first reported a position in ECL in Q2 2019 and held it in 2 quarters. The position peaked at $41K in Q3 2019. 1,242 funds tracked by Wall St. Rank hold ECL as of Q4 2019.

Personal Wealth Partners reported no remaining Ecolab position as of Q4 2019 after selling out during the quarter.
Personal Wealth Partners sold 209 Ecolab shares in Q4 2019, an estimated $41K.
Personal Wealth Partners first reported a position in Ecolab in Q2 2019 and held it in 2 quarters.
Personal Wealth Partners's Ecolab position peaked at $41K in Q3 2019.
1,242 funds tracked by Wall St. Rank held Ecolab as of Q4 2019.

Based on Personal Wealth Partners's 13F filing for Q4 2019, filed 28 Jan 2020.