Windsor Financial Group’s ABB Ltd ABB Stock Holding History

Windsor Financial Group’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 Q1	–	Sell	-10,000	Closed	-$211K	–	84
2016 Q4	$211K	Hold	10,000	–	–	0.1%	70
2016 Q3	$225K	Sell	10,000 -15,000	-60%	-$322K	0.11%	70
2016 Q2	$496K	Hold	25,000	–	–	0.23%	53
2016 Q1	$486K	Hold	25,000	–	–	0.22%	55
2015 Q4	$443K	Hold	25,000	–	–	0.22%	54
2015 Q3	$442K	Sell	25,000 -2,122	-8%	-$41.4K	0.21%	55
2015 Q2	$566K	Hold	27,122	–	–	0.24%	61
2015 Q1	$574K	Buy	+27,122	New	+$558K	0.26%	61

Other funds holding ABB

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Windsor Financial Group's ABB Position: Q1 2017 in Review

Windsor Financial Group sold out of ABB Ltd (ABB) in Q1 2017, closing a stake of 10,000 shares — an estimated $211K sold.

Windsor Financial Group first reported a position in ABB in Q1 2015 and held it in 8 quarters. The position peaked at $574K in Q1 2015. 308 funds tracked by Wall St. Rank hold ABB as of Q1 2017.

Windsor Financial Group reported no remaining ABB Ltd position as of Q1 2017 after selling out during the quarter.
Windsor Financial Group sold 10,000 ABB Ltd shares in Q1 2017, an estimated $211K.
Windsor Financial Group first reported a position in ABB Ltd in Q1 2015 and held it in 8 quarters.
Windsor Financial Group's ABB Ltd position peaked at $574K in Q1 2015.
308 funds tracked by Wall St. Rank held ABB Ltd as of Q1 2017.

Based on Windsor Financial Group's 13F filing for Q1 2017, filed 9 May 2017.