BFG
ABB

Beacon Financial Group’s ABB Ltd ABB Stock Holding History

Beacon Financial Group’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
2020
Q2 		– Sell
-50,697
Closed -$880K – 188
2020
Q1 		$880K Buy
50,697
+19,510
+63% +$426K 0.19% 110
2019
Q4 		$751K Buy
+31,187
New +$668K 0.09% 133

Other funds holding ABB

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Beacon Financial Group's ABB Position: Q2 2020 in Review

Beacon Financial Group sold out of ABB Ltd (ABB) in Q2 2020, closing a stake of 50,697 shares — an estimated $880K sold.

Beacon Financial Group first reported a position in ABB in Q4 2019 and held it in 2 quarters. The position peaked at $880K in Q1 2020. 326 funds tracked by Wall St. Rank hold ABB as of Q2 2020.

  • Beacon Financial Group reported no remaining ABB Ltd position as of Q2 2020 after selling out during the quarter.
  • Beacon Financial Group sold 50,697 ABB Ltd shares in Q2 2020, an estimated $880K.
  • Beacon Financial Group first reported a position in ABB Ltd in Q4 2019 and held it in 2 quarters.
  • Beacon Financial Group's ABB Ltd position peaked at $880K in Q1 2020.
  • 326 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2020.

Based on Beacon Financial Group's 13F filing for Q2 2020, filed 5 Aug 2020.