SevenBridge Financial Group’s Ecolab ECL Stock Holding History

SevenBridge Financial Group’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 Q3	–	Sell	-303	Closed	-$60K	–	252
2019 Q2	$60K	Hold	303	–	–	0.02%	253
2019 Q1	$53K	Hold	303	–	–	0.02%	238
2018 Q4	$45K	Hold	303	–	–	0.03%	213
2018 Q3	$48K	Hold	303	–	–	0.03%	238
2018 Q2	$43K	Sell	303 -38	-11%	-$5.48K	0.02%	254
2018 Q1	$47K	Sell	341 -92	-21%	-$12.4K	0.03%	247
2017 Q4	$58K	Hold	433	–	–	0.03%	234
2017 Q3	$56K	Sell	433 -105	-20%	-$13.8K	0.03%	238
2017 Q2	$72K	Hold	538	–	–	0.04%	216
2017 Q1	$67K	Sell	538 -436	-45%	-$53.3K	0.04%	212
2016 Q4	$114K	Hold	974	–	–	0.08%	179
2016 Q3	$114K	Sell	974 -381	-28%	-$46K	0.08%	177
2016 Q2	$161K	Sell	1,355 -26,525	-95%	-$3.09M	0.11%	155
2016 Q1	$250K	Buy	+27,880	New	+$2.96M	0.02%	78

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SevenBridge Financial Group's ECL Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Ecolab (ECL) in Q3 2019, closing a stake of 303 shares — an estimated $60K sold.

SevenBridge Financial Group first reported a position in ECL in Q1 2016 and held it in 14 quarters. The position peaked at $250K in Q1 2016. 1,179 funds tracked by Wall St. Rank hold ECL as of Q3 2019.

SevenBridge Financial Group reported no remaining Ecolab position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 303 Ecolab shares in Q3 2019, an estimated $60K.
SevenBridge Financial Group first reported a position in Ecolab in Q1 2016 and held it in 14 quarters.
SevenBridge Financial Group's Ecolab position peaked at $250K in Q1 2016.
1,179 funds tracked by Wall St. Rank held Ecolab as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.