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	–	383
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	–	954
2013 Q2	$4K	Buy	+165	New	+$3.65K	﹤0.01%	735

Other funds holding ABB

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PPA

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Regal Investment Advisors's ABB Position: Q1 2020 in Review

Regal Investment Advisors sold out of ABB Ltd (ABB) in Q1 2020, closing a stake of 8,572 shares — an estimated $206K sold.

Regal Investment Advisors first reported a position in ABB in Q2 2013 and held it in 10 quarters. The position peaked at $269K in Q1 2015. 357 funds tracked by Wall St. Rank hold ABB as of Q1 2020.

Regal Investment Advisors reported no remaining ABB Ltd position as of Q1 2020 after selling out during the quarter.
Regal Investment Advisors sold 8,572 ABB Ltd shares in Q1 2020, an estimated $206K.
Regal Investment Advisors first reported a position in ABB Ltd in Q2 2013 and held it in 10 quarters.
Regal Investment Advisors's ABB Ltd position peaked at $269K in Q1 2015.
357 funds tracked by Wall St. Rank held ABB Ltd as of Q1 2020.

Based on Regal Investment Advisors's 13F filing for Q1 2020, filed 12 May 2020.