WAM
ABB

Wealthspire Advisors (Maryland)’s ABB Ltd ABB Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,278
Closed -$24K – 2285
2019
Q1 		$24K Buy
1,278
+128
+11% +$2.48K ﹤0.01% 1211
2018
Q4 		$22K Sell
1,150
-480
-29% -$9.72K ﹤0.01% 1175
2018
Q3 		$39K Sell
1,630
-548
-25% -$12.6K ﹤0.01% 1058
2018
Q2 		$47K Buy
2,178
+68
+3% +$1.58K ﹤0.01% 1002
2018
Q1 		$50K Sell
2,110
-10
-0.5% -$257 ﹤0.01% 986
2017
Q4 		$57K Sell
2,120
-80
-4% -$2.06K 0.01% 953
2017
Q3 		$54K Sell
2,200
-403
-15% -$9.64K 0.01% 950
2017
Q2 		$65K Buy
2,603
+920
+55% +$22.6K 0.01% 852
2017
Q1 		$39K Sell
1,683
-12,538
-88% -$286K 0.01% 872
2016
Q4 		$300K Sell
14,221
-169
-1% -$3.6K 0.04% 275
2016
Q3 		$324K Sell
14,390
-715
-5% -$15.3K 0.05% 250
2016
Q2 		$300K Sell
15,105
-170
-1% -$3.47K 0.05% 251
2016
Q1 		$297K Sell
15,275
-2,130
-12% -$37.6K 0.05% 260
2015
Q4 		$309K Buy
+17,405
New +$320K 0.06% 253

Other funds holding ABB

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BlackRock
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return