Avantax Planning Partners’s ING ING Stock Holding History

Avantax Planning Partners’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
2018 Q4	–	Sell	-6,935	Closed	-$90K	–	724
2018 Q3	$90K	Buy	+6,935	New	+$97.3K	0.01%	369
2018 Q2	–	Sell	-2,184	Closed	-$37K	–	820
2018 Q1	$37K	Buy	+2,184	New	+$40.4K	﹤0.01%	590

Other funds holding ING

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

NIMC

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

PPA

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

Avantax Planning Partners's ING Position: Q4 2018 in Review

Avantax Planning Partners sold out of ING (ING) in Q4 2018, closing a stake of 6,935 shares — an estimated $90K sold.

Avantax Planning Partners first reported a position in ING in Q1 2018 and held it in 2 quarters. The position peaked at $90K in Q3 2018. 279 funds tracked by Wall St. Rank hold ING as of Q4 2018.

Avantax Planning Partners reported no remaining ING position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 6,935 ING shares in Q4 2018, an estimated $90K.
Avantax Planning Partners first reported a position in ING in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's ING position peaked at $90K in Q3 2018.
279 funds tracked by Wall St. Rank held ING as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.