Eagle Ridge Investment Management’s ABB Ltd ABB Stock Holding History

Eagle Ridge Investment Management’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 Q2	–	Sell	-143,625	Closed	-$3.41M	–	184
2018 Q1	$3.41M	Buy	143,625 +5,412	+4%	+$139K	0.53%	60
2017 Q4	$3.71M	Buy	138,213 +2,719	+2%	+$69.8K	0.57%	62
2017 Q3	$3.35M	Buy	135,494 +5,133	+4%	+$123K	0.56%	62
2017 Q2	$3.25M	Buy	130,361 +3,340	+3%	+$81.9K	0.62%	62
2017 Q1	$2.97M	Buy	127,021 +12,340	+11%	+$282K	0.58%	63
2016 Q4	$2.42M	Buy	114,681 +5,500	+5%	+$117K	0.5%	64
2016 Q3	$2.46M	Sell	109,181 -2,660	-2%	-$57K	0.55%	63
2016 Q2	$2.22M	Buy	111,841 +2,195	+2%	+$44.8K	0.51%	65
2016 Q1	$2.13M	Buy	109,646 +390	+0.4%	+$6.89K	0.5%	67
2015 Q4	$1.94M	Buy	109,256 +100	+0.1%	+$1.84K	0.46%	69
2015 Q3	$1.93M	Buy	+109,156	New	+$2.13M	0.5%	67

Other funds holding ABB

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

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

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Eagle Ridge Investment Management's ABB Position: Q2 2018 in Review

Eagle Ridge Investment Management sold out of ABB Ltd (ABB) in Q2 2018, closing a stake of 143,625 shares — an estimated $3.41M sold.

Eagle Ridge Investment Management first reported a position in ABB in Q3 2015 and held it in 11 quarters. The position peaked at $3.71M in Q4 2017. 355 funds tracked by Wall St. Rank hold ABB as of Q2 2018.

Eagle Ridge Investment Management reported no remaining ABB Ltd position as of Q2 2018 after selling out during the quarter.
Eagle Ridge Investment Management sold 143,625 ABB Ltd shares in Q2 2018, an estimated $3.41M.
Eagle Ridge Investment Management first reported a position in ABB Ltd in Q3 2015 and held it in 11 quarters.
Eagle Ridge Investment Management's ABB Ltd position peaked at $3.71M in Q4 2017.
355 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2018.

Based on Eagle Ridge Investment Management's 13F filing for Q2 2018, filed 26 Jul 2018.