Golden State Wealth Management’s ABB Ltd ABB Stock Holding History

Golden State 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
2020 Q2	–	Sell	-595	Closed	-$10K	–	1005
2020 Q1	$10K	Buy	+595	New	+$13K	﹤0.01%	633
2019 Q4	–	Sell	-595	Closed	-$12K	–	1036
2019 Q3	$12K	Hold	595	–	–	﹤0.01%	722
2019 Q2	$11K	Hold	595	–	–	﹤0.01%	738
2019 Q1	$11K	Buy	+595	New	+$11.5K	﹤0.01%	768

Other funds holding ABB

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Golden State Wealth Management's ABB Position: Q2 2020 in Review

Golden State Wealth Management sold out of ABB Ltd (ABB) in Q2 2020, closing a stake of 595 shares — an estimated $10K sold.

Golden State Wealth Management first reported a position in ABB in Q1 2019 and held it in 4 quarters. The position peaked at $12K in Q3 2019. 326 funds tracked by Wall St. Rank hold ABB as of Q2 2020.

Golden State Wealth Management reported no remaining ABB Ltd position as of Q2 2020 after selling out during the quarter.
Golden State Wealth Management sold 595 ABB Ltd shares in Q2 2020, an estimated $10K.
Golden State Wealth Management first reported a position in ABB Ltd in Q1 2019 and held it in 4 quarters.
Golden State Wealth Management's ABB Ltd position peaked at $12K in Q3 2019.
326 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.