Rockefeller Financial Services’s ABB Ltd ABB Stock Holding History

Rockefeller Financial Services’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
2017 Q4	$405K	Hold	15,089	–	–	0.01%	297
2017 Q3	$373K	Buy	15,089 +2,448	+19%	+$58.5K	0.01%	286
2017 Q2	$315K	Hold	12,641	–	–	0.01%	264
2017 Q1	$296K	Hold	12,641	–	–	0.01%	277
2016 Q4	$266K	Hold	12,641	–	–	0.01%	299
2016 Q3	$285K	Buy	12,641 +579	+5%	+$12.4K	0.01%	286
2016 Q2	$239K	Sell	12,062 -129	-1%	-$2.63K	﹤0.01%	310
2016 Q1	$237K	Buy	12,191 +12,062	+9,350%	+$213K	﹤0.01%	308
2015 Q4	$2K	Hold	129	–	–	﹤0.01%	527
2015 Q3	$2K	Hold	129	–	–	﹤0.01%	504
2015 Q2	$3K	Hold	129	–	–	﹤0.01%	455
2015 Q1	$3K	Hold	129	–	–	﹤0.01%	507
2014 Q4	$3K	Hold	129	–	–	﹤0.01%	468
2014 Q3	$3K	Sell	129 -998	-89%	-$22.9K	﹤0.01%	472
2014 Q2	$26K	Buy	1,127 +998	+774%	+$24.2K	﹤0.01%	452
2014 Q1	$3K	Hold	129	–	–	﹤0.01%	497
2013 Q4	$3K	Hold	129	–	–	﹤0.01%	495
2013 Q3	$3K	Sell	129 -2,041	-94%	-$46K	﹤0.01%	491
2013 Q2	$47K	Buy	+2,170	New	+$48.1K	﹤0.01%	420

Other funds holding ABB

Wellington Management Group

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

Fisher Asset Management

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

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Macquarie Group

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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return