Nelson Capital Management’s Ing Groep N.v. INZ.CL Stock Holding History

Nelson Capital Management’s Portfolio INZ.CL Stock Details INZ.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-1,845	Closed	-$48K	–	274
2016 Q3	$48K	Hold	1,845	–	–	0.02%	127
2016 Q2	$49K	Sell	1,845 -800	-30%	-$21K	0.02%	114
2016 Q1	$69K	Hold	2,645	–	–	0.03%	99
2015 Q4	$69K	Hold	2,645	–	–	0.03%	98
2015 Q3	$68K	Hold	2,645	–	–	0.03%	98
2015 Q2	$68K	Hold	2,645	–	–	0.02%	106
2015 Q1	$68K	Hold	2,645	–	–	0.02%	103
2014 Q4	$68K	Hold	2,645	–	–	0.03%	112
2014 Q3	$68K	Hold	2,645	–	–	0.03%	115
2014 Q2	$68K	Hold	2,645	–	–	0.03%	107
2014 Q1	$69K	Hold	2,645	–	–	0.03%	103
2013 Q4	$67K	Hold	2,645	–	–	0.03%	105
2013 Q3	$66K	Hold	2,645	–	–	0.03%	102
2013 Q2	$66K	Buy	+2,645	New	+$67.1K	0.03%	102

Other funds holding INZ.CL

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KIA

KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return

PTC

Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

BRC

Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Nelson Capital Management's INZ.CL Position: Q4 2016 in Review

Nelson Capital Management sold out of Ing Groep N.v. (INZ.CL) in Q4 2016, closing a stake of 1,845 shares — an estimated $48K sold.

Nelson Capital Management first reported a position in INZ.CL in Q2 2013 and held it in 14 quarters. The position peaked at $69K in Q1 2016. 7 funds tracked by Wall St. Rank hold INZ.CL as of Q4 2016.

Nelson Capital Management reported no remaining Ing Groep N.v. position as of Q4 2016 after selling out during the quarter.
Nelson Capital Management sold 1,845 Ing Groep N.v. shares in Q4 2016, an estimated $48K.
Nelson Capital Management first reported a position in Ing Groep N.v. in Q2 2013 and held it in 14 quarters.
Nelson Capital Management's Ing Groep N.v. position peaked at $69K in Q1 2016.
7 funds tracked by Wall St. Rank held Ing Groep N.v. as of Q4 2016.

Based on Nelson Capital Management's 13F filing for Q4 2016, filed 9 Feb 2017.