Truvvo Partners’s Ecolab ECL Stock Holding History

Truvvo 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
2018 Q4	–	Sell	-3,000	Closed	-$472K	–	44
2018 Q3	$472K	Hold	3,000	–	–	0.29%	34
2018 Q2	$423K	Sell	3,000 -11,500	-79%	-$1.66M	0.28%	40
2018 Q1	$1.99M	Sell	14,500 -2,000	-12%	-$269K	0.74%	35
2017 Q4	$2.22M	Buy	16,500 +700	+4%	+$93.1K	0.75%	33
2017 Q3	$2.04M	Hold	15,800	–	–	0.68%	35
2017 Q2	$2.09M	Hold	15,800	–	–	0.76%	36
2017 Q1	$1.98M	Buy	15,800 +2,500	+19%	+$306K	0.89%	26
2016 Q4	$1.56K	Hold	13,300	–	–	0.55%	37
2016 Q3	$1.62M	Hold	13,300	–	–	0.73%	34
2016 Q2	$1.58M	Buy	+13,300	New	+$1.55M	0.81%	32
2016 Q1	–	Sell	-7,500	Closed	-$858K	–	125
2015 Q4	$858K	Buy	+7,500	New	+$882K	0.45%	44

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Truvvo Partners's ECL Position: Q4 2018 in Review

Truvvo Partners sold out of Ecolab (ECL) in Q4 2018, closing a stake of 3,000 shares — an estimated $472K sold.

Truvvo Partners first reported a position in ECL in Q4 2015 and held it in 11 quarters. The position peaked at $2.22M in Q4 2017. 1,085 funds tracked by Wall St. Rank hold ECL as of Q4 2018.

Truvvo Partners reported no remaining Ecolab position as of Q4 2018 after selling out during the quarter.
Truvvo Partners sold 3,000 Ecolab shares in Q4 2018, an estimated $472K.
Truvvo Partners first reported a position in Ecolab in Q4 2015 and held it in 11 quarters.
Truvvo Partners's Ecolab position peaked at $2.22M in Q4 2017.
1,085 funds tracked by Wall St. Rank held Ecolab as of Q4 2018.

Based on Truvvo Partners's 13F filing for Q4 2018, filed 14 Feb 2019.