Independence Trust’s ABB Ltd ABB Stock Holding History

Independence Trust’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
2013 Q4	–	Sell	-14,830	Closed	-$350K	–	117
2013 Q3	$350K	Hold	14,830	–	–	0.26%	69
2013 Q2	$321K	Buy	+14,830	New	+$328K	0.23%	71

Other funds holding ABB

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

SCCM

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Independence Trust's ABB Position: Q4 2013 in Review

Independence Trust sold out of ABB Ltd (ABB) in Q4 2013, closing a stake of 14,830 shares — an estimated $350K sold.

Independence Trust first reported a position in ABB in Q2 2013 and held it in 2 quarters. The position peaked at $350K in Q3 2013. 362 funds tracked by Wall St. Rank hold ABB as of Q4 2013.

Independence Trust reported no remaining ABB Ltd position as of Q4 2013 after selling out during the quarter.
Independence Trust sold 14,830 ABB Ltd shares in Q4 2013, an estimated $350K.
Independence Trust first reported a position in ABB Ltd in Q2 2013 and held it in 2 quarters.
Independence Trust's ABB Ltd position peaked at $350K in Q3 2013.
362 funds tracked by Wall St. Rank held ABB Ltd as of Q4 2013.

Based on Independence Trust's 13F filing for Q4 2013, filed 14 Jan 2014.