WA
ABB

Waverly Advisors’s ABB Ltd ABB Stock Holding History

Waverly 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
2014
Q4 		– Sell
-662
Closed -$15K – 706
2014
Q3 		$15K Hold
662
– – 0.01% 397
2014
Q2 		$15K Sell
662
-101
-13% -$2.44K 0.01% 381
2014
Q1 		$20K Hold
763
– – 0.01% 324
2013
Q4 		$20K Buy
+763
New +$19K 0.01% 460

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Waverly Advisors's ABB Position: Q4 2014 in Review

Waverly Advisors sold out of ABB Ltd (ABB) in Q4 2014, closing a stake of 662 shares — an estimated $15K sold.

Waverly Advisors first reported a position in ABB in Q4 2013 and held it in 4 quarters. The position peaked at $20K in Q1 2014. 312 funds tracked by Wall St. Rank hold ABB as of Q4 2014.

  • Waverly Advisors reported no remaining ABB Ltd position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 662 ABB Ltd shares in Q4 2014, an estimated $15K.
  • Waverly Advisors first reported a position in ABB Ltd in Q4 2013 and held it in 4 quarters.
  • Waverly Advisors's ABB Ltd position peaked at $20K in Q1 2014.
  • 312 funds tracked by Wall St. Rank held ABB Ltd as of Q4 2014.

Based on Waverly Advisors's 13F filing for Q4 2014, filed 15 Jan 2015.