RIA
ABB

Regal Investment Advisors’s ABB Ltd ABB Stock Holding History

Regal 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
Q1 		– Sell
-8,572
Closed -$206K – 329
2019
Q4 		$206K Buy
+8,572
New +$184K 0.04% 318
2019
Q2 		– Sell
-8,487
Closed -$160K – 387
2019
Q1 		$160K Sell
8,487
-1,767
-17% -$34.2K 0.03% 302
2018
Q4 		$195K Buy
+10,254
New +$208K 0.04% 310
2015
Q4 		– Sell
-11,152
Closed -$197K – 925
2015
Q3 		$197K Sell
11,152
-1,730
-13% -$33.7K 0.05% 233
2015
Q2 		$268K Buy
12,882
+156
+1% +$3.42K 0.07% 205
2015
Q1 		$269K Buy
12,726
+3,627
+40% +$74.7K 0.07% 214
2014
Q4 		$192K Buy
9,099
+2,225
+32% +$48.1K 0.05% 233
2014
Q3 		$154K Buy
6,874
+4,648
+209% +$107K 0.05% 249
2014
Q2 		$51K Buy
+2,226
New +$53.9K 0.02% 388
2013
Q3 		– Sell
-165
Closed -$4K – 979
2013
Q2 		$4K Buy
+165
New +$3.65K ﹤0.01% 735

Other funds holding ABB

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return