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Windsor Financial Group’s Abbott ABT Stock Holding History

Windsor Financial Group’s Portfolio ABT Stock Details ABT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$208K Buy
+4,285
New +$194K 0.1% 71
2015
Q1 		– Sell
-5,220
Closed -$235K – 84
2014
Q4 		$235K Hold
5,220
– – 0.11% 73
2014
Q3 		$217K Buy
+5,220
New +$221K 0.1% 74

Other funds holding ABT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Windsor Financial Group's ABT Position: Q2 2017 in Review

Windsor Financial Group opened a new position in Abbott (ABT) in Q2 2017: 4,285 shares worth $208K. The stake represents 0.1% of the portfolio and ranks #71 among its holdings. This is a return to the name: Windsor Financial Group previously reported a position in ABT as recently as Q4 2014.

Windsor Financial Group first reported a position in ABT in Q3 2014 and has held it in 3 quarters since. The position peaked at $235K in Q4 2014. 1,576 funds tracked by Wall St. Rank hold ABT as of Q2 2017.

  • Windsor Financial Group held 4,285 shares of Abbott worth $208K as of Q2 2017.
  • Abbott was a new Windsor Financial Group position in Q2 2017.
  • Abbott made up 0.1% of Windsor Financial Group's portfolio in Q2 2017, its #71 holding.
  • Windsor Financial Group first reported a position in Abbott in Q3 2014 and has held it in 3 quarters since.
  • Windsor Financial Group's Abbott position peaked at $235K in Q4 2014.
  • 1,576 funds tracked by Wall St. Rank held Abbott as of Q2 2017.

Based on Windsor Financial Group's 13F filing for Q2 2017, filed 3 Aug 2017.