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

Other funds holding ECL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthcare Capital Management's ECL Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Ecolab (ECL) in Q2 2021, closing a stake of 14 shares — an estimated $3K sold.

Wealthcare Capital Management first reported a position in ECL in Q4 2014 and held it in 13 quarters. The position peaked at $4K in Q4 2019. 1,331 funds tracked by Wall St. Rank hold ECL as of Q2 2021.

Wealthcare Capital Management reported no remaining Ecolab position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 14 Ecolab shares in Q2 2021, an estimated $3K.
Wealthcare Capital Management first reported a position in Ecolab in Q4 2014 and held it in 13 quarters.
Wealthcare Capital Management's Ecolab position peaked at $4K in Q4 2019.
1,331 funds tracked by Wall St. Rank held Ecolab as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.