FMWA
ABB

Forvis Mazars Wealth Advisors’s ABB Ltd ABB Stock Holding History

Forvis Mazars 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
2014
Q2 		– Sell
-11,090
Closed -$286K – 156
2014
Q1 		$286K Hold
11,090
– – 0.05% 130
2013
Q4 		$295K Sell
11,090
-500
-4% -$12.5K 0.05% 127
2013
Q3 		$273K Buy
+11,590
New +$261K 0.06% 126

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Forvis Mazars Wealth Advisors's ABB Position: Q2 2014 in Review

Forvis Mazars Wealth Advisors sold out of ABB Ltd (ABB) in Q2 2014, closing a stake of 11,090 shares — an estimated $286K sold.

Forvis Mazars Wealth Advisors first reported a position in ABB in Q3 2013 and held it in 3 quarters. The position peaked at $295K in Q4 2013. 329 funds tracked by Wall St. Rank hold ABB as of Q2 2014.

  • Forvis Mazars Wealth Advisors reported no remaining ABB Ltd position as of Q2 2014 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 11,090 ABB Ltd shares in Q2 2014, an estimated $286K.
  • Forvis Mazars Wealth Advisors first reported a position in ABB Ltd in Q3 2013 and held it in 3 quarters.
  • Forvis Mazars Wealth Advisors's ABB Ltd position peaked at $295K in Q4 2013.
  • 329 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2014.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2014, filed 11 Jul 2014.