Summit Trail Advisors’s ABB Ltd ABB Stock Holding History

Summit Trail 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
2018 Q1	–	Sell	-3,974	Closed	-$113K	–	1800
2017 Q4	$113K	Buy	+3,974	New	+$102K	0.01%	591

Other funds holding ABB

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

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

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

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

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

SCCM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Summit Trail Advisors's ABB Position: Q1 2018 in Review

Summit Trail Advisors sold out of ABB Ltd (ABB) in Q1 2018, closing a stake of 3,974 shares — an estimated $113K sold.

Summit Trail Advisors first reported a position in ABB in Q4 2017 and held it in 1 quarter. The position peaked at $113K in Q4 2017. 375 funds tracked by Wall St. Rank hold ABB as of Q1 2018.

Summit Trail Advisors reported no remaining ABB Ltd position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 3,974 ABB Ltd shares in Q1 2018, an estimated $113K.
Summit Trail Advisors first reported a position in ABB Ltd in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's ABB Ltd position peaked at $113K in Q4 2017.
375 funds tracked by Wall St. Rank held ABB Ltd as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.