WFG Advisors’s Ecolab ECL Stock Holding History

WFG Advisors’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
2017 Q2	$427K	Buy	3,213 +319	+11%	+$41.2K	0.1%	219
2017 Q1	$363K	Sell	2,894 -349	-11%	-$42.7K	0.1%	224
2016 Q4	$380K	Sell	3,243 -1	-0%	-$117	0.09%	239
2016 Q3	$395K	Sell	3,244 -41	-1%	-$4.95K	0.1%	213
2016 Q2	$390K	Buy	3,285 +25	+0.8%	+$2.91K	0.1%	199
2016 Q1	$364K	Buy	3,260 +104	+3%	+$11K	0.11%	204
2015 Q4	$361K	Sell	3,156 -117	-4%	-$13.8K	0.11%	199
2015 Q3	$359K	Sell	3,273 -590	-15%	-$66K	0.11%	189
2015 Q2	$437K	Buy	3,863 +25	+0.7%	+$2.88K	0.12%	188
2015 Q1	$439K	Buy	3,838 +809	+27%	+$88.6K	0.12%	192
2014 Q4	$317K	Sell	3,029 -257	-8%	-$28.1K	0.06%	326
2014 Q3	$377K	Buy	3,286 +190	+6%	+$21.4K	0.07%	314
2014 Q2	$345K	Buy	3,096 +81	+3%	+$8.68K	0.06%	336
2014 Q1	$326K	Buy	3,015 +72	+2%	+$7.54K	0.07%	334
2013 Q4	$307K	Buy	2,943 +552	+23%	+$57.4K	0.04%	422
2013 Q3	$236K	Buy	2,391 +333	+16%	+$31K	0.04%	446
2013 Q2	$175K	Buy	+2,058	New	+$174K	0.03%	496

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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

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

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

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

CWG

C WorldWide Group Copenhagen, Denmark $4.66B AUM 11.67% 1-Year Est. Return

WFG Advisors's ECL Position: Q2 2017 in Review

WFG Advisors increased its Ecolab (ECL) stake by 11% in Q2 2017, buying an estimated $41.2K and bringing the position to 3,213 shares worth $427K. The position accounts for 0.1% of the portfolio, ranked #219.

WFG Advisors first reported a position in ECL in Q2 2013 and has held it in 17 quarters since. The position peaked at $439K in Q1 2015. 885 funds tracked by Wall St. Rank hold ECL as of Q2 2017.

WFG Advisors held 3,213 shares of Ecolab worth $427K as of Q2 2017.
WFG Advisors bought 319 Ecolab shares in Q2 2017, an estimated $41.2K.
Ecolab made up 0.1% of WFG Advisors's portfolio in Q2 2017, its #219 holding.
WFG Advisors first reported a position in Ecolab in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Ecolab position peaked at $439K in Q1 2015.
885 funds tracked by Wall St. Rank held Ecolab as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.