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 $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 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 $1.37T AUM 24.88% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return