AmeriServ Wealth Advisors’s ING ING Stock Holding History

AmeriServ Wealth Advisors’s Portfolio ING Stock Details ING Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-10,000	Closed	-$123K	–	57
2016 Q3	$123K	Buy	+10,000	New	+$116K	0.16%	69
2015 Q4	–	Sell	-10,000	Closed	-$141K	–	43
2015 Q3	$141K	Buy	+10,000	New	+$158K	0.27%	58

Other funds holding ING

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

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PPA

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

BIM

BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

AmeriServ Wealth Advisors's ING Position: Q4 2016 in Review

AmeriServ Wealth Advisors sold out of ING (ING) in Q4 2016, closing a stake of 10,000 shares — an estimated $123K sold.

AmeriServ Wealth Advisors first reported a position in ING in Q3 2015 and held it in 2 quarters. The position peaked at $141K in Q3 2015. 234 funds tracked by Wall St. Rank hold ING as of Q4 2016.

AmeriServ Wealth Advisors reported no remaining ING position as of Q4 2016 after selling out during the quarter.
AmeriServ Wealth Advisors sold 10,000 ING shares in Q4 2016, an estimated $123K.
AmeriServ Wealth Advisors first reported a position in ING in Q3 2015 and held it in 2 quarters.
AmeriServ Wealth Advisors's ING position peaked at $141K in Q3 2015.
234 funds tracked by Wall St. Rank held ING as of Q4 2016.

Based on AmeriServ Wealth Advisors's 13F filing for Q4 2016, filed 30 Jan 2017.