Edge Wealth Management’s ABB Ltd ABB Stock Holding History

Edge Wealth 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
2020 Q4	–	Sell	-1,500	Closed	-$38K	–	473
2020 Q3	$38K	Hold	1,500	–	–	0.01%	223
2020 Q2	$34K	Hold	1,500	–	–	0.01%	306
2020 Q1	$26K	Hold	1,500	–	–	0.01%	293
2019 Q4	$36K	Hold	1,500	–	–	0.01%	281
2019 Q3	$29K	Hold	1,500	–	–	0.01%	303
2019 Q2	$30K	Hold	1,500	–	–	0.01%	304
2019 Q1	$28K	Hold	1,500	–	–	0.01%	293
2018 Q4	$29K	Hold	1,500	–	–	0.01%	292
2018 Q3	$35K	Hold	1,500	–	–	0.01%	301
2018 Q2	$33K	Hold	1,500	–	–	0.01%	294
2018 Q1	$36K	Hold	1,500	–	–	0.01%	257
2017 Q4	$40K	Hold	1,500	–	–	0.01%	243
2017 Q3	$37K	Hold	1,500	–	–	0.01%	245
2017 Q2	$37K	Hold	1,500	–	–	0.01%	241
2017 Q1	$35K	Hold	1,500	–	–	0.01%	235
2016 Q4	$32K	Hold	1,500	–	–	0.01%	227
2016 Q3	$34K	Hold	1,500	–	–	0.01%	217
2016 Q2	$30K	Sell	1,500 -1,500	-50%	-$30.6K	0.01%	217
2016 Q1	$58K	Hold	3,000	–	–	0.03%	162
2015 Q4	$54K	Hold	3,000	–	–	0.02%	180
2015 Q3	$53K	Hold	3,000	–	–	0.02%	174
2015 Q2	$63K	Hold	3,000	–	–	0.02%	172
2015 Q1	$64K	Sell	3,000 -1,700	-36%	-$35K	0.02%	170
2014 Q4	$100K	Hold	4,700	–	–	0.04%	142
2014 Q3	$105K	Hold	4,700	–	–	0.04%	129
2014 Q2	$108K	Hold	4,700	–	–	0.04%	128
2014 Q1	$121K	Hold	4,700	–	–	0.05%	120
2013 Q4	$124K	Hold	4,700	–	–	0.06%	111
2013 Q3	$111K	Buy	+4,700	New	+$106K	0.07%	94

Other funds holding ABB

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return