Wealthcare Capital Management’s Ecolab ECL Stock Holding History

Wealthcare Capital 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
2021 Q2	–	Sell	-14	Closed	-$3K	–	241
2021 Q1	$3K	Buy	+14	New	+$2.98K	﹤0.01%	475
2020 Q1	–	Sell	-22	Closed	-$4K	–	367
2019 Q4	$4K	Buy	+22	New	+$4.18K	﹤0.01%	287
2018 Q1	–	Sell	-15	Closed	-$2K	–	212
2017 Q4	$2K	Buy	+15	New	+$2K	﹤0.01%	192
2017 Q2	–	Sell	-5	Closed	-$1K	–	186
2017 Q1	$1K	Hold	5	–	–	﹤0.01%	167
2016 Q4	$1K	Hold	5	–	–	﹤0.01%	164
2016 Q3	$1K	Hold	5	–	–	﹤0.01%	178
2016 Q2	$1K	Hold	5	–	–	﹤0.01%	181
2016 Q1	$1K	Hold	5	–	–	﹤0.01%	190
2015 Q4	$1K	Hold	5	–	–	﹤0.01%	202
2015 Q3	$1K	Hold	5	–	–	﹤0.01%	221
2015 Q2	$1K	Hold	5	–	–	﹤0.01%	353
2015 Q1	$1K	Hold	5	–	–	﹤0.01%	858
2014 Q4	$1K	Buy	+5	New	+$547	﹤0.01%	180

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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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ClearBridge Investments

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gates Foundation Trust

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Geode Capital Management

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

Bank of New York Mellon

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return