CFG
ABB

Capstone Financial Group’s ABB Ltd ABB Stock Holding History

Capstone 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
Q3 		– Sell
-15,309
Closed -$367K – 172
2020
Q2 		$367K Sell
15,309
-651
-4% -$12.5K 0.3% 54
2020
Q1 		$275K Sell
15,960
-780
-5% -$17K 0.28% 57
2019
Q4 		$403K Buy
+16,740
New +$359K 0.39% 45

Other funds holding ABB

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Capstone Financial Group's ABB Position: Q3 2020 in Review

Capstone Financial Group sold out of ABB Ltd (ABB) in Q3 2020, closing a stake of 15,309 shares — an estimated $367K sold.

Capstone Financial Group first reported a position in ABB in Q4 2019 and held it in 3 quarters. The position peaked at $403K in Q4 2019. 353 funds tracked by Wall St. Rank hold ABB as of Q3 2020.

  • Capstone Financial Group reported no remaining ABB Ltd position as of Q3 2020 after selling out during the quarter.
  • Capstone Financial Group sold 15,309 ABB Ltd shares in Q3 2020, an estimated $367K.
  • Capstone Financial Group first reported a position in ABB Ltd in Q4 2019 and held it in 3 quarters.
  • Capstone Financial Group's ABB Ltd position peaked at $403K in Q4 2019.
  • 353 funds tracked by Wall St. Rank held ABB Ltd as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.