Lenox Wealth Management’s ING ING Stock Holding History

Lenox 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
2020 Q2	$4K	Sell	611 -1,318	-68%	-$8K	﹤0.01%	558
2020 Q1	$9K	Buy	1,929 +879	+84%	+$8.47K	﹤0.01%	407
2019 Q4	$13K	Buy	1,050 +263	+33%	+$3.01K	﹤0.01%	405
2019 Q3	$8K	Buy	787 +453	+136%	+$4.76K	﹤0.01%	481
2019 Q2	$3K	Buy	334 +139	+71%	+$1.66K	﹤0.01%	566
2019 Q1	$2K	Buy	+195	New	+$2.36K	﹤0.01%	612
2018 Q3	–	Sell	-208	Closed	-$3K	–	651
2018 Q2	$3K	Buy	+208	New	+$3.31K	﹤0.01%	474

Other funds holding ING

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

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

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

PPA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lenox Wealth Management's ING Position: Q2 2020 in Review

Lenox Wealth Management reduced its ING (ING) stake by 68% in Q2 2020, selling an estimated $8K and leaving 611 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Lenox Wealth Management first reported a position in ING in Q2 2018 and has held it in 7 quarters since. The position peaked at $13K in Q4 2019. 262 funds tracked by Wall St. Rank hold ING as of Q2 2020.

Lenox Wealth Management held 611 shares of ING worth $4K as of Q2 2020.
Lenox Wealth Management sold 1,318 ING shares in Q2 2020, an estimated $8K.
ING made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #558 holding.
Lenox Wealth Management first reported a position in ING in Q2 2018 and has held it in 7 quarters since.
Lenox Wealth Management's ING position peaked at $13K in Q4 2019.
262 funds tracked by Wall St. Rank held ING as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.