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Wealthspire Advisors (Maryland)’s Ecolab ECL Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$853K Sell
4,271
-1,694
-28% -$339K 0.03% 205
2020
Q2 		$1.19M Sell
5,965
-478
-7% -$92.5K 0.08% 141
2020
Q1 		$1M Buy
6,443
+641
+11% +$120K 0.09% 133
2019
Q4 		$1.12M Sell
5,802
-267
-4% -$50.7K 0.08% 151
2019
Q3 		$1.2M Sell
6,069
-557
-8% -$112K 0.09% 123
2019
Q2 		$1.31M Sell
6,626
-1,296
-16% -$241K 0.1% 112
2019
Q1 		$1.4M Buy
7,922
+772
+11% +$125K 0.11% 112
2018
Q4 		$1.05M Sell
7,150
-71
-1% -$10.8K 0.09% 117
2018
Q3 		$1.13M Buy
7,221
+251
+4% +$37.2K 0.09% 128
2018
Q2 		$978K Sell
6,970
-345
-5% -$49.8K 0.09% 133
2018
Q1 		$1M Sell
7,315
-287
-4% -$38.6K 0.09% 132
2017
Q4 		$1.02M Buy
7,602
+1,505
+25% +$200K 0.1% 135
2017
Q3 		$784K Sell
6,097
-26
-0.4% -$3.42K 0.09% 155
2017
Q2 		$813K Sell
6,123
-230
-4% -$29.7K 0.1% 142
2017
Q1 		$796K Sell
6,353
-987
-13% -$121K 0.11% 119
2016
Q4 		$860K Sell
7,340
-283
-4% -$33.1K 0.13% 111
2016
Q3 		$928K Buy
7,623
+116
+2% +$14K 0.14% 103
2016
Q2 		$890K Sell
7,507
-93
-1% -$10.8K 0.15% 100
2016
Q1 		$848K Sell
7,600
-503
-6% -$53.4K 0.15% 101
2015
Q4 		$927K Buy
+8,103
New +$953K 0.17% 92

Other funds holding ECL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ECL Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Ecolab (ECL) stake by 28% in Q3 2020, selling an estimated $339K and leaving 4,271 shares worth $853K. The position accounts for 0.03% of the portfolio, ranked #205.

Wealthspire Advisors (Maryland) first reported a position in ECL in Q4 2015 and has held it in 20 quarters since. The position peaked at $1.4M in Q1 2019. 1,240 funds tracked by Wall St. Rank hold ECL as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 4,271 shares of Ecolab worth $853K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 1,694 Ecolab shares in Q3 2020, an estimated $339K.
  • Ecolab made up 0.03% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #205 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Ecolab in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Ecolab position peaked at $1.4M in Q1 2019.
  • 1,240 funds tracked by Wall St. Rank held Ecolab as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.