KFP
ABB

Keystone Financial Planning’s ABB Ltd ABB Stock Holding History

Keystone Financial Planning’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
-78,376
Closed -$1.35M – 48
2020
Q1 		$1.35M Sell
78,376
-22,963
-23% -$502K 0.77% 34
2019
Q4 		$2.44M Sell
101,339
-2,343
-2% -$50.2K 1.09% 36
2019
Q3 		$2.04M Sell
103,682
-430
-0.4% -$8.2K 0.97% 37
2019
Q2 		$2.08M Sell
104,112
-9,286
-8% -$181K 1.02% 36
2019
Q1 		$2.14M Buy
113,398
+1,442
+1% +$27.9K 1.06% 33
2018
Q4 		$2.13M Buy
111,956
+2,231
+2% +$45.2K 1.19% 32
2018
Q3 		$2.59M Buy
109,725
+404
+0.4% +$9.26K 1.32% 30
2018
Q2 		$2.38M Buy
109,321
+1,934
+2% +$44.9K 1.31% 30
2018
Q1 		$2.55M Sell
107,387
-2,466
-2% -$63.5K 1.42% 28
2017
Q4 		$2.95M Buy
109,853
+44
+0% +$1.13K 1.57% 27
2017
Q3 		$2.72M Sell
109,809
-19,847
-15% -$475K 1.54% 29
2017
Q2 		$3.23M Sell
129,656
-103,480
-44% -$2.54M 1.95% 27
2017
Q1 		$5.46M Buy
233,136
+1,763
+0.8% +$40.3K 3.39% 11
2016
Q4 		$4.88M Buy
231,373
+538
+0.2% +$11.5K 3.19% 13
2016
Q3 		$5.2M Buy
230,835
+2,702
+1% +$57.9K 3.41% 11
2016
Q2 		$4.52M Buy
228,133
+6,196
+3% +$127K 3.06% 19
2016
Q1 		$4.31M Buy
221,937
+50,704
+30% +$896K 3.09% 16
2015
Q4 		$3.04M Buy
171,233
+140,809
+463% +$2.59M 2.3% 24
2015
Q3 		$538K Buy
+30,424
New +$593K 0.43% 35

Other funds holding ABB

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM

Keystone Financial Planning's ABB Position: Q2 2020 in Review

Keystone Financial Planning sold out of ABB Ltd (ABB) in Q2 2020, closing a stake of 78,376 shares — an estimated $1.35M sold.

Keystone Financial Planning first reported a position in ABB in Q3 2015 and held it in 19 quarters. The position peaked at $5.46M in Q1 2017. 326 funds tracked by Wall St. Rank hold ABB as of Q2 2020.

  • Keystone Financial Planning reported no remaining ABB Ltd position as of Q2 2020 after selling out during the quarter.
  • Keystone Financial Planning sold 78,376 ABB Ltd shares in Q2 2020, an estimated $1.35M.
  • Keystone Financial Planning first reported a position in ABB Ltd in Q3 2015 and held it in 19 quarters.
  • Keystone Financial Planning's ABB Ltd position peaked at $5.46M in Q1 2017.
  • 326 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2020.

Based on Keystone Financial Planning's 13F filing for Q2 2020, filed 27 Jul 2020.