SFG
ABB

Summit Financial Group’s ABB Ltd ABB Stock Holding History

Summit Financial Group’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
2018
Q2 		– Sell
-10,000
Closed -$237K – 130
2018
Q1 		$237K Hold
10,000
– – 0.19% 114
2017
Q4 		$268K Hold
10,000
– – 0.22% 100
2017
Q3 		$248K Hold
10,000
– – 0.21% 106
2017
Q2 		$249K Buy
+10,000
New +$245K 0.22% 103

Other funds holding ABB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Summit Financial Group's ABB Position: Q2 2018 in Review

Summit Financial Group sold out of ABB Ltd (ABB) in Q2 2018, closing a stake of 10,000 shares — an estimated $237K sold.

Summit Financial Group first reported a position in ABB in Q2 2017 and held it in 4 quarters. The position peaked at $268K in Q4 2017. 355 funds tracked by Wall St. Rank hold ABB as of Q2 2018.

  • Summit Financial Group reported no remaining ABB Ltd position as of Q2 2018 after selling out during the quarter.
  • Summit Financial Group sold 10,000 ABB Ltd shares in Q2 2018, an estimated $237K.
  • Summit Financial Group first reported a position in ABB Ltd in Q2 2017 and held it in 4 quarters.
  • Summit Financial Group's ABB Ltd position peaked at $268K in Q4 2017.
  • 355 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2018.

Based on Summit Financial Group's 13F filing for Q2 2018, filed 3 Jul 2018.