GWM
ABB

Gupta Wealth Management’s ABB Ltd ABB Stock Holding History

Gupta 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
2016
Q1 		$388K Sell
19,994
-2,557
-11% -$45.2K 0.09% 163
2015
Q4 		$400K Sell
22,551
-14,916
-40% -$275K 0.1% 161
2015
Q3 		$662K Sell
37,467
-3,745
-9% -$73K 0.16% 116
2015
Q2 		$861K Sell
41,212
-2,696
-6% -$59.2K 0.21% 100
2015
Q1 		$930K Buy
+43,908
New +$904K 0.27% 87

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return

Gupta Wealth Management's ABB Position: Q1 2016 in Review

Gupta Wealth Management reduced its ABB Ltd (ABB) stake by 11% in Q1 2016, selling an estimated $45.2K and leaving 19,994 shares worth $388K. The position accounts for 0.09% of the portfolio, ranked #163.

Gupta Wealth Management first reported a position in ABB in Q1 2015 and has held it in 5 quarters since. The position peaked at $930K in Q1 2015. 284 funds tracked by Wall St. Rank hold ABB as of Q1 2016.

  • Gupta Wealth Management held 19,994 shares of ABB Ltd worth $388K as of Q1 2016.
  • Gupta Wealth Management sold 2,557 ABB Ltd shares in Q1 2016, an estimated $45.2K.
  • ABB Ltd made up 0.09% of Gupta Wealth Management's portfolio in Q1 2016, its #163 holding.
  • Gupta Wealth Management first reported a position in ABB Ltd in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's ABB Ltd position peaked at $930K in Q1 2015.
  • 284 funds tracked by Wall St. Rank held ABB Ltd as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.