BigSur Wealth Management’s ABM Industries ABM Stock Holding History

BigSur Wealth Management’s Portfolio ABM Stock Details ABM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-5,500	Closed	-$207K	–	109
2017 Q4	$207K	Sell	5,500 -250	-4%	-$10.3K	0.21%	90
2017 Q3	$240K	Hold	5,750	–	–	0.24%	81
2017 Q2	$257K	Hold	5,750	–	–	0.26%	74
2017 Q1	$248K	Sell	5,750 -700	-11%	-$28.9K	0.27%	74
2016 Q4	$263K	Buy	+6,450	New	+$262K	0.35%	64

Other funds holding ABM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BigSur Wealth Management's ABM Position: Q1 2018 in Review

BigSur Wealth Management sold out of ABM Industries (ABM) in Q1 2018, closing a stake of 5,500 shares — an estimated $207K sold.

BigSur Wealth Management first reported a position in ABM in Q4 2016 and held it in 5 quarters. The position peaked at $263K in Q4 2016. 209 funds tracked by Wall St. Rank hold ABM as of Q1 2018.

BigSur Wealth Management reported no remaining ABM Industries position as of Q1 2018 after selling out during the quarter.
BigSur Wealth Management sold 5,500 ABM Industries shares in Q1 2018, an estimated $207K.
BigSur Wealth Management first reported a position in ABM Industries in Q4 2016 and held it in 5 quarters.
BigSur Wealth Management's ABM Industries position peaked at $263K in Q4 2016.
209 funds tracked by Wall St. Rank held ABM Industries as of Q1 2018.

Based on BigSur Wealth Management's 13F filing for Q1 2018, filed 3 May 2018.