Oak Point Wealth Management’s Abbott ABT Stock Holding History

Oak Point Wealth Management’s Portfolio ABT Stock Details ABT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$33K	Buy	571 +201	+54%	+$12.1K	0.03%	116
2017 Q4	$21K	Buy	+370	New	+$20.5K	0.02%	131

Other funds holding ABT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Oak Point Wealth Management's ABT Position: Q1 2018 in Review

Oak Point Wealth Management increased its Abbott (ABT) stake by 54% in Q1 2018, buying an estimated $12.1K and bringing the position to 571 shares worth $33K. The position accounts for 0.03% of the portfolio, ranked #116.

Oak Point Wealth Management first reported a position in ABT in Q4 2017 and has held it in 2 quarters since. 1,802 funds tracked by Wall St. Rank hold ABT as of Q1 2018.

Oak Point Wealth Management held 571 shares of Abbott worth $33K as of Q1 2018.
Oak Point Wealth Management bought 201 Abbott shares in Q1 2018, an estimated $12.1K.
Abbott made up 0.03% of Oak Point Wealth Management's portfolio in Q1 2018, its #116 holding.
Oak Point Wealth Management first reported a position in Abbott in Q4 2017 and has held it in 2 quarters since.
1,802 funds tracked by Wall St. Rank held Abbott as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.