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	–	956
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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $60.7B AUM 22.47% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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