Icon Wealth Partners’s ING ING Stock Holding History

Icon Wealth 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
2019 Q2	–	Sell	-7,156	Closed	-$87K	–	458
2019 Q1	$87K	Buy	+7,156	New	+$86.5K	0.03%	251
2018 Q4	–	Sell	-15,353	Closed	-$199K	–	236
2018 Q3	$199K	Buy	15,353 +1,255	+9%	+$17.6K	0.08%	175
2018 Q2	$202K	Buy	14,098 +2,192	+18%	+$34.8K	0.08%	158
2018 Q1	$202K	Buy	11,906 +952	+9%	+$17.6K	0.11%	160
2017 Q4	$202K	Buy	+10,954	New	+$201K	0.1%	174

Other funds holding ING

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

PPA

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

Icon Wealth Partners's ING Position: Q2 2019 in Review

Icon Wealth Partners sold out of ING (ING) in Q2 2019, closing a stake of 7,156 shares — an estimated $87K sold.

Icon Wealth Partners first reported a position in ING in Q4 2017 and held it in 5 quarters. The position peaked at $202K in Q2 2018. 271 funds tracked by Wall St. Rank hold ING as of Q2 2019.

Icon Wealth Partners reported no remaining ING position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 7,156 ING shares in Q2 2019, an estimated $87K.
Icon Wealth Partners first reported a position in ING in Q4 2017 and held it in 5 quarters.
Icon Wealth Partners's ING position peaked at $202K in Q2 2018.
271 funds tracked by Wall St. Rank held ING as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.