EWM
ABB

Evercore Wealth Management’s ABB Ltd ABB Stock Holding History

Evercore 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
2015
Q3 		– Sell
-3,438
Closed -$72K – 1067
2015
Q2 		$72K Buy
3,438
+2,742
+394% +$60.2K ﹤0.01% 575
2015
Q1 		$15K Sell
696
-5,594
-89% -$115K ﹤0.01% 824
2014
Q4 		$133K Sell
6,290
-3,111
-33% -$67.3K 0.01% 417
2014
Q3 		$210K Buy
9,401
+4,419
+89% +$101K 0.01% 386
2014
Q2 		$114K Sell
4,982
-1,565
-24% -$37.9K 0.01% 488
2014
Q1 		$167K Buy
6,547
+1,896
+41% +$48.2K 0.01% 405
2013
Q4 		$124K Sell
4,651
-1,174
-20% -$29.2K 0.01% 424
2013
Q3 		$138K Buy
5,825
+297
+5% +$6.69K 0.01% 435
2013
Q2 		$121K Buy
+5,528
New +$122K 0.01% 466

Other funds holding ABB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Evercore Wealth Management's ABB Position: Q3 2015 in Review

Evercore Wealth Management sold out of ABB Ltd (ABB) in Q3 2015, closing a stake of 3,438 shares — an estimated $72K sold.

Evercore Wealth Management first reported a position in ABB in Q2 2013 and held it in 9 quarters. The position peaked at $210K in Q3 2014. 299 funds tracked by Wall St. Rank hold ABB as of Q3 2015.

  • Evercore Wealth Management reported no remaining ABB Ltd position as of Q3 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 3,438 ABB Ltd shares in Q3 2015, an estimated $72K.
  • Evercore Wealth Management first reported a position in ABB Ltd in Q2 2013 and held it in 9 quarters.
  • Evercore Wealth Management's ABB Ltd position peaked at $210K in Q3 2014.
  • 299 funds tracked by Wall St. Rank held ABB Ltd as of Q3 2015.

Based on Evercore Wealth Management's 13F filing for Q3 2015, filed 16 Nov 2015.