Reilly Financial Advisors’s ING ING Stock Holding History

Reilly Financial 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	-275	Closed	-$4K	–	1030
2018 Q2	$4K	Hold	275	–	–	﹤0.01%	843
2018 Q1	$5K	Buy	+275	New	+$5.09K	﹤0.01%	775
2016 Q4	–	Sell	-580	Closed	-$7K	–	865
2016 Q3	$7K	Buy	+580	New	+$6.74K	﹤0.01%	588
2015 Q1	–	Sell	-213	Closed	-$3K	–	1331
2014 Q4	$3K	Sell	213 -22	-9%	-$306	﹤0.01%	701
2014 Q3	$3K	Hold	235	–	–	﹤0.01%	715
2014 Q2	$3K	Buy	+235	New	+$3.31K	﹤0.01%	751

Other funds holding ING

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

SCCM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Reilly Financial Advisors's ING Position: Q3 2018 in Review

Reilly Financial Advisors sold out of ING (ING) in Q3 2018, closing a stake of 275 shares — an estimated $4K sold.

Reilly Financial Advisors first reported a position in ING in Q2 2014 and held it in 6 quarters. The position peaked at $7K in Q3 2016. 288 funds tracked by Wall St. Rank hold ING as of Q3 2018.

Reilly Financial Advisors reported no remaining ING position as of Q3 2018 after selling out during the quarter.
Reilly Financial Advisors sold 275 ING shares in Q3 2018, an estimated $4K.
Reilly Financial Advisors first reported a position in ING in Q2 2014 and held it in 6 quarters.
Reilly Financial Advisors's ING position peaked at $7K in Q3 2016.
288 funds tracked by Wall St. Rank held ING as of Q3 2018.

Based on Reilly Financial Advisors's 13F filing for Q3 2018, filed 19 Oct 2018.