Connecticut Wealth Management’s ING ING Stock Holding History

Connecticut Wealth Management’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 Q1	–	Sell	-12,000	Closed	-$228K	–	66
2017 Q4	$228K	Hold	12,000	–	–	0.12%	55
2017 Q3	$222K	Hold	12,000	–	–	0.13%	60
2017 Q2	$215K	Hold	12,000	–	–	0.13%	58
2017 Q1	$179K	Hold	12,000	–	–	0.11%	61
2016 Q4	$174K	Hold	12,000	–	–	0.11%	58
2016 Q3	$147K	Buy	+12,000	New	+$139K	0.11%	58

Other funds holding ING

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 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

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

NIMC

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

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

Connecticut Wealth Management's ING Position: Q1 2018 in Review

Connecticut Wealth Management sold out of ING (ING) in Q1 2018, closing a stake of 12,000 shares — an estimated $228K sold.

Connecticut Wealth Management first reported a position in ING in Q3 2016 and held it in 6 quarters. The position peaked at $228K in Q4 2017. 318 funds tracked by Wall St. Rank hold ING as of Q1 2018.

Connecticut Wealth Management reported no remaining ING position as of Q1 2018 after selling out during the quarter.
Connecticut Wealth Management sold 12,000 ING shares in Q1 2018, an estimated $228K.
Connecticut Wealth Management first reported a position in ING in Q3 2016 and held it in 6 quarters.
Connecticut Wealth Management's ING position peaked at $228K in Q4 2017.
318 funds tracked by Wall St. Rank held ING as of Q1 2018.

Based on Connecticut Wealth Management's 13F filing for Q1 2018, filed 8 May 2018.