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Optimum Investment Advisors’s ING ING Stock Holding History

Optimum Investment Advisors’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
2018
Q3 		– Sell
-239
Closed -$3K – 1064
2018
Q2 		$3K Hold
239
– – ﹤0.01% 972
2018
Q1 		$4K Buy
+239
New +$4.43K ﹤0.01% 914

Other funds holding ING

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Optimum Investment Advisors's ING Position: Q3 2018 in Review

Optimum Investment Advisors sold out of ING (ING) in Q3 2018, closing a stake of 239 shares — an estimated $3K sold.

Optimum Investment Advisors first reported a position in ING in Q1 2018 and held it in 2 quarters. The position peaked at $4K in Q1 2018. 288 funds tracked by Wall St. Rank hold ING as of Q3 2018.

  • Optimum Investment Advisors reported no remaining ING position as of Q3 2018 after selling out during the quarter.
  • Optimum Investment Advisors sold 239 ING shares in Q3 2018, an estimated $3K.
  • Optimum Investment Advisors first reported a position in ING in Q1 2018 and held it in 2 quarters.
  • Optimum Investment Advisors's ING position peaked at $4K in Q1 2018.
  • 288 funds tracked by Wall St. Rank held ING as of Q3 2018.

Based on Optimum Investment Advisors's 13F filing for Q3 2018, filed 5 Oct 2018.