MCIA
ABB

Mountain Capital Investment Advisors’s ABB Ltd ABB Stock Holding History

Mountain Capital Investment 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
2021
Q2 		– Sell
-33,298
Closed -$1.06M – 151
2021
Q1 		$1.06M Buy
33,298
+19,316
+138% +$580K 0.53% 72
2020
Q4 		$420K Buy
13,982
+828
+6% +$22.1K 0.25% 108
2020
Q3 		$355K Buy
+13,154
New +$336K 0.23% 86
2017
Q4 		– Sell
-4,809
Closed -$119K – 463
2017
Q3 		$119K Hold
4,809
– – 0.11% 56
2017
Q2 		$120K Buy
+4,809
New +$118K 0.12% 74

Other funds holding ABB

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mountain Capital Investment Advisors's ABB Position: Q2 2021 in Review

Mountain Capital Investment Advisors sold out of ABB Ltd (ABB) in Q2 2021, closing a stake of 33,298 shares — an estimated $1.06M sold.

Mountain Capital Investment Advisors first reported a position in ABB in Q2 2017 and held it in 5 quarters. The position peaked at $1.06M in Q1 2021. 419 funds tracked by Wall St. Rank hold ABB as of Q2 2021.

  • Mountain Capital Investment Advisors reported no remaining ABB Ltd position as of Q2 2021 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 33,298 ABB Ltd shares in Q2 2021, an estimated $1.06M.
  • Mountain Capital Investment Advisors first reported a position in ABB Ltd in Q2 2017 and held it in 5 quarters.
  • Mountain Capital Investment Advisors's ABB Ltd position peaked at $1.06M in Q1 2021.
  • 419 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2021.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2021, filed 9 Jul 2021.