Lourd Capital’s ING ING Stock Holding History

Lourd Capital’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 Q1	–	Sell	-14,854	Closed	-$158K	–	203
2018 Q4	$158K	Sell	14,854 -243	-2%	-$2.92K	0.01%	293
2018 Q3	$196K	Sell	15,097 -1,295	-8%	-$18.2K	0.01%	321
2018 Q2	$235K	Sell	16,392 -2,574	-14%	-$40.9K	0.03%	105
2018 Q1	$321K	Sell	18,966 -2,590	-12%	-$48K	0.04%	103
2017 Q4	$398K	Buy	+21,556	New	+$395K	0.03%	191

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lourd Capital's ING Position: Q1 2019 in Review

Lourd Capital sold out of ING (ING) in Q1 2019, closing a stake of 14,854 shares — an estimated $158K sold.

Lourd Capital first reported a position in ING in Q4 2017 and held it in 5 quarters. The position peaked at $398K in Q4 2017. 284 funds tracked by Wall St. Rank hold ING as of Q1 2019.

Lourd Capital reported no remaining ING position as of Q1 2019 after selling out during the quarter.
Lourd Capital sold 14,854 ING shares in Q1 2019, an estimated $158K.
Lourd Capital first reported a position in ING in Q4 2017 and held it in 5 quarters.
Lourd Capital's ING position peaked at $398K in Q4 2017.
284 funds tracked by Wall St. Rank held ING as of Q1 2019.

Based on Lourd Capital's 13F filing for Q1 2019, filed 16 Apr 2019.