LWI
ABB

Long Wharf Investors’s ABB Ltd ABB Stock Holding History

Long Wharf Investors’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
2014
Q2 		$489K Buy
21,258
+710
+3% +$17.2K 0.38% 99
2014
Q1 		$530K Sell
20,548
-1,831
-8% -$46.6K 0.45% 76
2013
Q4 		$594K Buy
22,379
+340
+2% +$8.47K 0.54% 56
2013
Q3 		$520K Sell
22,039
-2,853
-11% -$64.3K 0.5% 66
2013
Q2 		$539K Buy
+24,892
New +$551K 0.53% 64

Other funds holding ABB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Long Wharf Investors's ABB Position: Q2 2014 in Review

Long Wharf Investors increased its ABB Ltd (ABB) stake by 3.5% in Q2 2014, buying an estimated $17.2K and bringing the position to 21,258 shares worth $489K. The position accounts for 0.38% of the portfolio, ranked #99.

Long Wharf Investors first reported a position in ABB in Q2 2013 and has held it in 5 quarters since. The position peaked at $594K in Q4 2013. 329 funds tracked by Wall St. Rank hold ABB as of Q2 2014.

  • Long Wharf Investors held 21,258 shares of ABB Ltd worth $489K as of Q2 2014.
  • Long Wharf Investors bought 710 ABB Ltd shares in Q2 2014, an estimated $17.2K.
  • ABB Ltd made up 0.38% of Long Wharf Investors's portfolio in Q2 2014, its #99 holding.
  • Long Wharf Investors first reported a position in ABB Ltd in Q2 2013 and has held it in 5 quarters since.
  • Long Wharf Investors's ABB Ltd position peaked at $594K in Q4 2013.
  • 329 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2014.

Based on Long Wharf Investors's 13F filing for Q2 2014, filed 4 Aug 2014.