Financial Architects (New Jersey)’s ABB Ltd ABB Stock Holding History

Financial Architects (New Jersey)’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 Q3	–	Sell	-167	Closed	-$4K	–	1539
2018 Q2	$4K	Hold	167	–	–	﹤0.01%	1158
2018 Q1	$4K	Sell	167 -1,015	-86%	-$26.1K	﹤0.01%	1277
2017 Q4	$32K	Hold	1,182	–	–	0.01%	830
2017 Q3	$29K	Sell	1,182 -3,000	-72%	-$71.8K	0.01%	868
2017 Q2	$104K	Buy	4,182 +4,015	+2,404%	+$98.5K	0.02%	481
2017 Q1	$4K	Hold	167	–	–	﹤0.01%	1354
2016 Q4	$4K	Hold	167	–	–	﹤0.01%	1206
2016 Q3	$4K	Hold	167	–	–	﹤0.01%	1215
2016 Q2	$3K	Hold	167	–	–	﹤0.01%	1251
2016 Q1	$3K	Buy	+167	New	+$2.95K	﹤0.01%	1004
2015 Q3	–	Sell	-167	Closed	-$3K	–	985
2015 Q2	$3K	Sell	167 -29,251	-99%	-$642K	﹤0.01%	1075
2015 Q1	$623K	Buy	29,418 +4,500	+18%	+$92.6K	0.24%	81
2014 Q4	$527K	Sell	24,918 -4,582	-16%	-$99.1K	0.23%	91
2014 Q3	$661K	Sell	29,500 -338	-1%	-$7.75K	0.32%	67
2014 Q2	$687K	Hold	29,838	–	–	0.33%	70
2014 Q1	$770K	Hold	29,838	–	–	0.46%	54
2013 Q4	$792K	Buy	29,838 +338	+1%	+$8.42K	0.46%	53
2013 Q3	$696K	Buy	29,500 +10,000	+51%	+$225K	0.45%	52
2013 Q2	$423K	Buy	+19,500	New	+$432K	0.31%	71

Other funds holding ABB

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

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

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

HCM

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

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

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Financial Architects (New Jersey)'s ABB Position: Q3 2018 in Review

Financial Architects (New Jersey) sold out of ABB Ltd (ABB) in Q3 2018, closing a stake of 167 shares — an estimated $4K sold.

Financial Architects (New Jersey) first reported a position in ABB in Q2 2013 and held it in 19 quarters. The position peaked at $792K in Q4 2013. 372 funds tracked by Wall St. Rank hold ABB as of Q3 2018.

Financial Architects (New Jersey) reported no remaining ABB Ltd position as of Q3 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 167 ABB Ltd shares in Q3 2018, an estimated $4K.
Financial Architects (New Jersey) first reported a position in ABB Ltd in Q2 2013 and held it in 19 quarters.
Financial Architects (New Jersey)'s ABB Ltd position peaked at $792K in Q4 2013.
372 funds tracked by Wall St. Rank held ABB Ltd as of Q3 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2018, filed 29 Oct 2018.