LFA
ABB

Legacy Financial Advisors’s ABB Ltd ABB Stock Holding History

Legacy Financial Advisors’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
-18,771
Closed -$352K – 53
2020
Q1 		$352K Buy
18,771
+4,430
+31% +$96.8K 0.13% 47
2019
Q4 		$345K Buy
+14,341
New +$307K 0.11% 86
2019
Q2 		– Sell
-1,141
Closed -$22K – 964
2019
Q1 		$22K Buy
1,141
+568
+99% +$11K 0.01% 439
2018
Q4 		$11K Buy
573
+137
+31% +$2.77K ﹤0.01% 552
2018
Q3 		$10K Buy
436
+20
+5% +$458 ﹤0.01% 533
2018
Q2 		$9K Hold
416
– – ﹤0.01% 567
2018
Q1 		$9K Buy
416
+14
+3% +$360 ﹤0.01% 516
2017
Q4 		$10K Buy
+402
New +$10.3K ﹤0.01% 490

Other funds holding ABB

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $170B AUM 46.21% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Legacy Financial Advisors's ABB Position: Q2 2020 in Review

Legacy Financial Advisors sold out of ABB Ltd (ABB) in Q2 2020, closing a stake of 18,771 shares — an estimated $352K sold.

Legacy Financial Advisors first reported a position in ABB in Q4 2017 and held it in 8 quarters. The position peaked at $352K in Q1 2020. 326 funds tracked by Wall St. Rank hold ABB as of Q2 2020.

  • Legacy Financial Advisors reported no remaining ABB Ltd position as of Q2 2020 after selling out during the quarter.
  • Legacy Financial Advisors sold 18,771 ABB Ltd shares in Q2 2020, an estimated $352K.
  • Legacy Financial Advisors first reported a position in ABB Ltd in Q4 2017 and held it in 8 quarters.
  • Legacy Financial Advisors's ABB Ltd position peaked at $352K in Q1 2020.
  • 326 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2020.

Based on Legacy Financial Advisors's 13F filing for Q2 2020, filed 7 Aug 2020.