APP
ABB

Avantax Planning Partners’s ABB Ltd ABB Stock Holding History

Avantax Planning Partners’s Portfolio ABB Stock Details ABB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-258
Closed -$6K – 1285
2018
Q3 		$6K Buy
+258
New +$5.91K ﹤0.01% 1061
2018
Q2 		– Sell
-3,859
Closed -$92K – 1603
2018
Q1 		$92K Buy
+3,859
New +$99.3K 0.01% 422

Other funds holding ABB

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Avantax Planning Partners's ABB Position: Q4 2018 in Review

Avantax Planning Partners sold out of ABB Ltd (ABB) in Q4 2018, closing a stake of 258 shares — an estimated $6K sold.

Avantax Planning Partners first reported a position in ABB in Q1 2018 and held it in 2 quarters. The position peaked at $92K in Q1 2018. 347 funds tracked by Wall St. Rank hold ABB as of Q4 2018.

  • Avantax Planning Partners reported no remaining ABB Ltd position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 258 ABB Ltd shares in Q4 2018, an estimated $6K.
  • Avantax Planning Partners first reported a position in ABB Ltd in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's ABB Ltd position peaked at $92K in Q1 2018.
  • 347 funds tracked by Wall St. Rank held ABB Ltd as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.