Rockefeller Financial Services’s ING ING Stock Holding History

Rockefeller Financial Services’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
2017 Q4	$3.4M	Buy	183,934 +37,846	+26%	+$694K	0.05%	154
2017 Q3	$2.69M	Buy	146,088 +3,057	+2%	+$55.3K	0.05%	139
2017 Q2	$2.49M	Buy	143,031 +106,020	+286%	+$1.74M	0.05%	131
2017 Q1	$558K	Hold	37,011	–	–	0.01%	235
2016 Q4	$522K	Buy	+37,011	New	+$499K	0.01%	246
2016 Q3	–	Sell	-101,400	Closed	-$1.05M	–	475
2016 Q2	$1.05M	Hold	101,400	–	–	0.02%	197
2016 Q1	$1.21M	Hold	101,400	–	–	0.02%	182
2015 Q4	$1.36M	Hold	101,400	–	–	0.03%	180
2015 Q3	$1.43M	Hold	101,400	–	–	0.03%	171
2015 Q2	$1.68M	Hold	101,400	–	–	0.03%	160
2015 Q1	$1.48M	Hold	101,400	–	–	0.03%	168
2014 Q4	$1.31M	Hold	101,400	–	–	0.03%	180
2014 Q3	$1.44M	Hold	101,400	–	–	0.03%	187
2014 Q2	$1.42M	Hold	101,400	–	–	0.03%	199
2014 Q1	$1.45M	Hold	101,400	–	–	0.03%	200
2013 Q4	$1.42M	Hold	101,400	–	–	0.03%	215
2013 Q3	$1.15M	Buy	101,400 +34,140	+51%	+$368K	0.03%	221
2013 Q2	$611K	Buy	+67,260	New	+$575K	0.01%	243

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

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 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

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rockefeller Financial Services's ING Position: Q4 2017 in Review

Rockefeller Financial Services increased its ING (ING) stake by 26% in Q4 2017, buying an estimated $694K and bringing the position to 183,934 shares worth $3.4M. The position accounts for 0.05% of the portfolio, ranked #154.

Rockefeller Financial Services first reported a position in ING in Q2 2013 and has held it in 18 quarters since. 303 funds tracked by Wall St. Rank hold ING as of Q4 2017.

Rockefeller Financial Services held 183,934 shares of ING worth $3.4M as of Q4 2017.
Rockefeller Financial Services bought 37,846 ING shares in Q4 2017, an estimated $694K.
ING made up 0.05% of Rockefeller Financial Services's portfolio in Q4 2017, its #154 holding.
Rockefeller Financial Services first reported a position in ING in Q2 2013 and has held it in 18 quarters since.
303 funds tracked by Wall St. Rank held ING as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.