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Smith & Howard Wealth Management’s Abbott ABT Stock Holding History

Smith & Howard Wealth Management’s Portfolio ABT Stock Details ABT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-430
Closed -$16K – 43
2013
Q4 		$16K Hold
430
– – 0.01% 180
2013
Q3 		$14K Hold
430
– – 0.01% 183
2013
Q2 		$15K Buy
+430
New +$15.8K 0.01% 154

Other funds holding ABT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Smith & Howard Wealth Management's ABT Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of Abbott (ABT) in Q1 2014, closing a stake of 430 shares — an estimated $16K sold.

Smith & Howard Wealth Management first reported a position in ABT in Q2 2013 and held it in 3 quarters. The position peaked at $16K in Q4 2013. 1,379 funds tracked by Wall St. Rank hold ABT as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining Abbott position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 430 Abbott shares in Q1 2014, an estimated $16K.
  • Smith & Howard Wealth Management first reported a position in Abbott in Q2 2013 and held it in 3 quarters.
  • Smith & Howard Wealth Management's Abbott position peaked at $16K in Q4 2013.
  • 1,379 funds tracked by Wall St. Rank held Abbott as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.