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Smith & Howard Wealth Management’s Ecolab ECL Stock Holding History

Smith & Howard Wealth Management’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
2014
Q1 		– Sell
-1,455
Closed -$152K – 86
2013
Q4 		$152K Buy
1,455
+290
+25% +$30.1K 0.08% 60
2013
Q3 		$115K Hold
1,165
– – 0.07% 55
2013
Q2 		$99K Buy
+1,165
New +$98.3K 0.06% 66

Other funds holding ECL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Smith & Howard Wealth Management's ECL Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of Ecolab (ECL) in Q1 2014, closing a stake of 1,455 shares — an estimated $152K sold.

Smith & Howard Wealth Management first reported a position in ECL in Q2 2013 and held it in 3 quarters. The position peaked at $152K in Q4 2013. 724 funds tracked by Wall St. Rank hold ECL as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining Ecolab position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 1,455 Ecolab shares in Q1 2014, an estimated $152K.
  • Smith & Howard Wealth Management first reported a position in Ecolab in Q2 2013 and held it in 3 quarters.
  • Smith & Howard Wealth Management's Ecolab position peaked at $152K in Q4 2013.
  • 724 funds tracked by Wall St. Rank held Ecolab as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.