Edge Wealth Management’s ING GROEP N.V.% ING PERPETUAL DEBT SECS IND.CL Stock Holding History

Edge Wealth Management’s Portfolio IND.CL Stock Details IND.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-3,900	Closed	-$100K	–	440
2014 Q2	$100K	Hold	3,900	–	–	0.04%	133
2014 Q1	$101K	Buy	+3,900	New	+$99.1K	0.04%	131

Other funds holding IND.CL

PPA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

OFS

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

Edge Wealth Management's IND.CL Position: Q3 2014 in Review

Edge Wealth Management sold out of ING GROEP N.V.% ING PERPETUAL DEBT SECS (IND.CL) in Q3 2014, closing a stake of 3,900 shares — an estimated $100K sold.

Edge Wealth Management first reported a position in IND.CL in Q1 2014 and held it in 2 quarters. The position peaked at $101K in Q1 2014. 4 funds tracked by Wall St. Rank hold IND.CL as of Q3 2014.

Edge Wealth Management reported no remaining ING GROEP N.V.% ING PERPETUAL DEBT SECS position as of Q3 2014 after selling out during the quarter.
Edge Wealth Management sold 3,900 ING GROEP N.V.% ING PERPETUAL DEBT SECS shares in Q3 2014, an estimated $100K.
Edge Wealth Management first reported a position in ING GROEP N.V.% ING PERPETUAL DEBT SECS in Q1 2014 and held it in 2 quarters.
Edge Wealth Management's ING GROEP N.V.% ING PERPETUAL DEBT SECS position peaked at $101K in Q1 2014.
4 funds tracked by Wall St. Rank held ING GROEP N.V.% ING PERPETUAL DEBT SECS as of Q3 2014.

Based on Edge Wealth Management's 13F filing for Q3 2014, filed 7 Oct 2014.