DWA
ING icon

Dougherty Wealth Advisers’s ING ING Stock Holding History

Dougherty Wealth Advisers’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
2019
Q3 		– Sell
-530
Closed -$6K – 200
2019
Q2 		$6K Hold
530
– – 0.02% 214
2019
Q1 		$6K Hold
530
– – 0.02% 181
2018
Q4 		$7K Buy
+530
New +$6.37K 0.02% 188

Other funds holding ING

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Dougherty Wealth Advisers's ING Position: Q3 2019 in Review

Dougherty Wealth Advisers sold out of ING (ING) in Q3 2019, closing a stake of 530 shares — an estimated $6K sold.

Dougherty Wealth Advisers first reported a position in ING in Q4 2018 and held it in 3 quarters. The position peaked at $7K in Q4 2018. 244 funds tracked by Wall St. Rank hold ING as of Q3 2019.

  • Dougherty Wealth Advisers reported no remaining ING position as of Q3 2019 after selling out during the quarter.
  • Dougherty Wealth Advisers sold 530 ING shares in Q3 2019, an estimated $6K.
  • Dougherty Wealth Advisers first reported a position in ING in Q4 2018 and held it in 3 quarters.
  • Dougherty Wealth Advisers's ING position peaked at $7K in Q4 2018.
  • 244 funds tracked by Wall St. Rank held ING as of Q3 2019.

Based on Dougherty Wealth Advisers's 13F filing for Q3 2019, filed 12 Nov 2019.