EWM
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Evercore Wealth Management’s ING ING Stock Holding History

Evercore 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
2013
Q4 		– Sell
-702
Closed -$8K – 916
2013
Q3 		$8K Buy
+702
New +$7.57K ﹤0.01% 781

Other funds holding ING

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
TGI
Tradewinds Global Investors Los Angeles, California $81.3M AUM 9.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
STMM
South Texas Money Management San Antonio, Texas $2.37B AUM 5.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evercore Wealth Management's ING Position: Q4 2013 in Review

Evercore Wealth Management sold out of ING (ING) in Q4 2013, closing a stake of 702 shares — an estimated $8K sold.

Evercore Wealth Management first reported a position in ING in Q3 2013 and held it in 1 quarter. The position peaked at $8K in Q3 2013. 183 funds tracked by Wall St. Rank hold ING as of Q4 2013.

  • Evercore Wealth Management reported no remaining ING position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 702 ING shares in Q4 2013, an estimated $8K.
  • Evercore Wealth Management first reported a position in ING in Q3 2013 and held it in 1 quarter.
  • Evercore Wealth Management's ING position peaked at $8K in Q3 2013.
  • 183 funds tracked by Wall St. Rank held ING as of Q4 2013.

Based on Evercore Wealth Management's 13F filing for Q4 2013, filed 11 Feb 2014.