Willingdon Wealth Management’s Ecolab ECL Stock Holding History

Willingdon Wealth 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
2020 Q1	$273K	Sell	1,751 -3	-0.2%	-$564	0.07%	100
2019 Q4	$338K	Sell	1,754 -21	-1%	-$3.99K	0.07%	109
2019 Q3	$351K	Buy	1,775 +5	+0.3%	+$1K	0.08%	109
2019 Q2	$350K	Sell	1,770 -171	-9%	-$31.8K	0.08%	111
2019 Q1	$343K	Sell	1,941 -545	-22%	-$88.5K	0.08%	118
2018 Q4	$366K	Buy	2,486 +6	+0.2%	+$916	0.11%	119
2018 Q3	$389K	Buy	2,480 +95	+4%	+$14.1K	0.11%	113
2018 Q2	$335K	Sell	2,385 -978	-29%	-$141K	0.1%	116
2018 Q1	$461K	Sell	3,363 -135	-4%	-$18.2K	0.15%	107
2017 Q4	$469K	Sell	3,498 -128	-4%	-$17K	0.15%	102
2017 Q3	$466K	Buy	+3,626	New	+$477K	0.17%	100

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Willingdon Wealth Management's ECL Position: Q1 2020 in Review

Willingdon Wealth Management reduced its Ecolab (ECL) stake by 0.17% in Q1 2020, selling an estimated $564 and leaving 1,751 shares worth $273K. The position accounts for 0.07% of the portfolio, ranked #100.

Willingdon Wealth Management first reported a position in ECL in Q3 2017 and has held it in 11 quarters since. The position peaked at $469K in Q4 2017. 1,172 funds tracked by Wall St. Rank hold ECL as of Q1 2020.

Willingdon Wealth Management held 1,751 shares of Ecolab worth $273K as of Q1 2020.
Willingdon Wealth Management sold 3 Ecolab shares in Q1 2020, an estimated $564.
Ecolab made up 0.07% of Willingdon Wealth Management's portfolio in Q1 2020, its #100 holding.
Willingdon Wealth Management first reported a position in Ecolab in Q3 2017 and has held it in 11 quarters since.
Willingdon Wealth Management's Ecolab position peaked at $469K in Q4 2017.
1,172 funds tracked by Wall St. Rank held Ecolab as of Q1 2020.

Based on Willingdon Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.