Hoertkorn Richard Charles’s ABB Ltd ABB Stock Holding History

Hoertkorn Richard Charles’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 Q4	–	Sell	-200	Closed	-$5K	–	94
2016 Q3	$5K	Hold	200	–	–	﹤0.01%	89
2016 Q2	$4K	Hold	200	–	–	﹤0.01%	92
2016 Q1	$4K	Hold	200	–	–	﹤0.01%	92
2015 Q4	$4K	Buy	+200	New	+$3.68K	﹤0.01%	97

Other funds holding ABB

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PPA

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

Hoertkorn Richard Charles's ABB Position: Q4 2016 in Review

Hoertkorn Richard Charles sold out of ABB Ltd (ABB) in Q4 2016, closing a stake of 200 shares — an estimated $5K sold.

Hoertkorn Richard Charles first reported a position in ABB in Q4 2015 and held it in 4 quarters. The position peaked at $5K in Q3 2016. 292 funds tracked by Wall St. Rank hold ABB as of Q4 2016.

Hoertkorn Richard Charles reported no remaining ABB Ltd position as of Q4 2016 after selling out during the quarter.
Hoertkorn Richard Charles sold 200 ABB Ltd shares in Q4 2016, an estimated $5K.
Hoertkorn Richard Charles first reported a position in ABB Ltd in Q4 2015 and held it in 4 quarters.
Hoertkorn Richard Charles's ABB Ltd position peaked at $5K in Q3 2016.
292 funds tracked by Wall St. Rank held ABB Ltd as of Q4 2016.

Based on Hoertkorn Richard Charles's 13F filing for Q4 2016, filed 11 Jan 2017.