EWA
ABB

Evolution Wealth Advisors’s ABB Ltd ABB Stock Holding History

Evolution Wealth Advisors’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
Q2 		– Sell
-405
Closed -$7K – 573
2020
Q1 		$7K Buy
405
+299
+282% +$6.53K ﹤0.01% 234
2019
Q4 		$3K Sell
106
-299
-74% -$6.41K ﹤0.01% 539
2019
Q3 		$8K Buy
+405
New +$7.72K ﹤0.01% 221

Other funds holding ABB

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Evolution Wealth Advisors's ABB Position: Q2 2020 in Review

Evolution Wealth Advisors sold out of ABB Ltd (ABB) in Q2 2020, closing a stake of 405 shares — an estimated $7K sold.

Evolution Wealth Advisors first reported a position in ABB in Q3 2019 and held it in 3 quarters. The position peaked at $8K in Q3 2019. 326 funds tracked by Wall St. Rank hold ABB as of Q2 2020.

  • Evolution Wealth Advisors reported no remaining ABB Ltd position as of Q2 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 405 ABB Ltd shares in Q2 2020, an estimated $7K.
  • Evolution Wealth Advisors first reported a position in ABB Ltd in Q3 2019 and held it in 3 quarters.
  • Evolution Wealth Advisors's ABB Ltd position peaked at $8K in Q3 2019.
  • 326 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2020.

Based on Evolution Wealth Advisors's 13F filing for Q2 2020, filed 27 Jul 2020.