Integrated Wealth Management (Palm Desert)’s ING ING Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q4	–	Sell	-118	Closed	-$1K	–	612
2016 Q3	$1K	Hold	118	–	–	﹤0.01%	1153
2016 Q2	$1K	Hold	118	–	–	﹤0.01%	1179
2016 Q1	$1K	Hold	118	–	–	﹤0.01%	1103
2015 Q4	$2K	Hold	118	–	–	﹤0.01%	1092
2015 Q3	$2K	Hold	118	–	–	﹤0.01%	1108
2015 Q2	$2K	Hold	118	–	–	﹤0.01%	1142
2015 Q1	$1K	Buy	+118	New	+$1.61K	﹤0.01%	1191

Other funds holding ING

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PPA

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

BIM

BlackRock Investment Management Wilmington, Delaware $86.4B AUM 28.54% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s ING Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of ING (ING) in Q4 2016, closing a stake of 118 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in ING in Q1 2015 and held it in 7 quarters. The position peaked at $2K in Q4 2015. 235 funds tracked by Wall St. Rank hold ING as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining ING position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 118 ING shares in Q4 2016, an estimated $1K.
Integrated Wealth Management (Palm Desert) first reported a position in ING in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s ING position peaked at $2K in Q4 2015.
235 funds tracked by Wall St. Rank held ING as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.