HFP
ABB

Holistic Financial Partners’s ABB Ltd ABB Stock Holding History

Holistic Financial Partners’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
Q2 		– Sell
-228
Closed -$5K – 390
2018
Q1 		$5K Buy
228
+9
+4% +$232 ﹤0.01% 378
2017
Q4 		$6K Buy
+219
New +$5.63K ﹤0.01% 370

Other funds holding ABB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Holistic Financial Partners's ABB Position: Q2 2018 in Review

Holistic Financial Partners sold out of ABB Ltd (ABB) in Q2 2018, closing a stake of 228 shares — an estimated $5K sold.

Holistic Financial Partners first reported a position in ABB in Q4 2017 and held it in 2 quarters. The position peaked at $6K in Q4 2017. 355 funds tracked by Wall St. Rank hold ABB as of Q2 2018.

  • Holistic Financial Partners reported no remaining ABB Ltd position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 228 ABB Ltd shares in Q2 2018, an estimated $5K.
  • Holistic Financial Partners first reported a position in ABB Ltd in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's ABB Ltd position peaked at $6K in Q4 2017.
  • 355 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.