WP
ABB

WealthPLAN Partners’s ABB Ltd ABB Stock Holding History

WealthPLAN Partners’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
Q2 		– Sell
-1,209
Closed -$27.9K – 448
2017
Q1 		$27.9K Buy
+1,209
New +$27.6K 0.1% 152
2016
Q3 		$2.26K Sell
100
-350
-78% -$7.5K ﹤0.01% 841
2016
Q2 		$4.47K Buy
+450
New +$9.19K ﹤0.01% 2021

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

WealthPLAN Partners's ABB Position: Q2 2017 in Review

WealthPLAN Partners sold out of ABB Ltd (ABB) in Q2 2017, closing a stake of 1,209 shares — an estimated $27.9K sold.

WealthPLAN Partners first reported a position in ABB in Q2 2016 and held it in 3 quarters. The position peaked at $27.9K in Q1 2017. 316 funds tracked by Wall St. Rank hold ABB as of Q2 2017.

  • WealthPLAN Partners reported no remaining ABB Ltd position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 1,209 ABB Ltd shares in Q2 2017, an estimated $27.9K.
  • WealthPLAN Partners first reported a position in ABB Ltd in Q2 2016 and held it in 3 quarters.
  • WealthPLAN Partners's ABB Ltd position peaked at $27.9K in Q1 2017.
  • 316 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.