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 – 966
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 $295B AUM 31.6% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B 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