Optimum Investment Advisors’s ABB Ltd ABB Stock Holding History

Optimum 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
2020 Q3	–	Sell	-500	Closed	-$11K	–	949
2020 Q2	$11K	Hold	500	–	–	﹤0.01%	690
2020 Q1	$9K	Sell	500 -400	-44%	-$8.74K	﹤0.01%	704
2019 Q4	$22K	Sell	900 -263	-23%	-$5.63K	0.01%	656
2019 Q3	$23K	Sell	1,163 -137	-11%	-$2.61K	0.01%	664
2019 Q2	$26K	Hold	1,300	–	–	0.01%	639
2019 Q1	$25K	Hold	1,300	–	–	0.01%	649
2018 Q4	$25K	Sell	1,300 -200	-13%	-$4.05K	0.01%	611
2018 Q3	$35K	Hold	1,500	–	–	0.01%	618
2018 Q2	$33K	Hold	1,500	–	–	0.01%	621
2018 Q1	$36K	Buy	+1,500	New	+$38.6K	0.01%	589
2015 Q1	$31K	Hold	1,450	–	–	0.01%	604
2014 Q4	$31K	Sell	1,450 -4,300	-75%	-$93K	0.01%	619
2014 Q3	$129K	Hold	5,750	–	–	0.04%	317
2014 Q2	$132K	Sell	5,750 -2,000	-26%	-$48.4K	0.04%	317
2014 Q1	$200K	Hold	7,750	–	–	0.08%	222
2013 Q4	$206K	Sell	7,750 -200	-3%	-$4.98K	0.08%	211
2013 Q3	$188K	Buy	+7,950	New	+$179K	0.08%	207

Other funds holding ABB

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Optimum Investment Advisors's ABB Position: Q3 2020 in Review

Optimum Investment Advisors sold out of ABB Ltd (ABB) in Q3 2020, closing a stake of 500 shares — an estimated $11K sold.

Optimum Investment Advisors first reported a position in ABB in Q3 2013 and held it in 17 quarters. The position peaked at $206K in Q4 2013. 353 funds tracked by Wall St. Rank hold ABB as of Q3 2020.

Optimum Investment Advisors reported no remaining ABB Ltd position as of Q3 2020 after selling out during the quarter.
Optimum Investment Advisors sold 500 ABB Ltd shares in Q3 2020, an estimated $11K.
Optimum Investment Advisors first reported a position in ABB Ltd in Q3 2013 and held it in 17 quarters.
Optimum Investment Advisors's ABB Ltd position peaked at $206K in Q4 2013.
353 funds tracked by Wall St. Rank held ABB Ltd as of Q3 2020.

Based on Optimum Investment Advisors's 13F filing for Q3 2020, filed 6 Oct 2020.