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Regal Investment Advisors’s Ecolab ECL Stock Holding History

Regal 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
2015
Q4 		– Sell
-800
Closed -$87K – 432
2015
Q3 		$87K Sell
800
-1,106
-58% -$124K 0.02% 362
2015
Q2 		$215K Buy
1,906
+106
+6% +$12.2K 0.06% 241
2015
Q1 		$206K Hold
1,800
– – 0.05% 251
2014
Q4 		$188K Sell
1,800
-118
-6% -$12.9K 0.05% 236
2014
Q3 		$220K Buy
1,918
+581
+43% +$65.4K 0.07% 214
2014
Q2 		$149K Buy
1,337
+3
+0.2% +$322 0.05% 233
2014
Q1 		$144K Hold
1,334
– – 0.06% 222
2013
Q4 		$139K Buy
+1,334
New +$139K 0.08% 176

Other funds holding ECL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Regal Investment Advisors's ECL Position: Q4 2015 in Review

Regal Investment Advisors sold out of Ecolab (ECL) in Q4 2015, closing a stake of 800 shares — an estimated $87K sold.

Regal Investment Advisors first reported a position in ECL in Q4 2013 and held it in 8 quarters. The position peaked at $220K in Q3 2014. 831 funds tracked by Wall St. Rank hold ECL as of Q4 2015.

  • Regal Investment Advisors reported no remaining Ecolab position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 800 Ecolab shares in Q4 2015, an estimated $87K.
  • Regal Investment Advisors first reported a position in Ecolab in Q4 2013 and held it in 8 quarters.
  • Regal Investment Advisors's Ecolab position peaked at $220K in Q3 2014.
  • 831 funds tracked by Wall St. Rank held Ecolab as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.