WA
ABB

Wheatland Advisors’s ABB Ltd ABB Stock Holding History

Wheatland 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
2019
Q4 		– Sell
-10,400
Closed -$205K – 100
2019
Q3 		$205K Sell
10,400
-4,940
-32% -$94.2K 0.19% 93
2019
Q2 		$307K Buy
15,340
+500
+3% +$9.74K 0.23% 85
2019
Q1 		$280K Buy
+14,840
New +$287K 0.21% 87

Other funds holding ABB

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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 $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM

Wheatland Advisors's ABB Position: Q4 2019 in Review

Wheatland Advisors sold out of ABB Ltd (ABB) in Q4 2019, closing a stake of 10,400 shares — an estimated $205K sold.

Wheatland Advisors first reported a position in ABB in Q1 2019 and held it in 3 quarters. The position peaked at $307K in Q2 2019. 355 funds tracked by Wall St. Rank hold ABB as of Q4 2019.

  • Wheatland Advisors reported no remaining ABB Ltd position as of Q4 2019 after selling out during the quarter.
  • Wheatland Advisors sold 10,400 ABB Ltd shares in Q4 2019, an estimated $205K.
  • Wheatland Advisors first reported a position in ABB Ltd in Q1 2019 and held it in 3 quarters.
  • Wheatland Advisors's ABB Ltd position peaked at $307K in Q2 2019.
  • 355 funds tracked by Wall St. Rank held ABB Ltd as of Q4 2019.

Based on Wheatland Advisors's 13F filing for Q4 2019, filed 12 Feb 2020.