TLWM Financial’s ING ING Stock Holding History

TLWM Financial’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
2020 Q2	–	Sell	-40,579	Closed	-$206K	–	60
2020 Q1	$206K	Buy	40,579 +380	+0.9%	+$3.66K	0.12%	58
2019 Q4	$485K	Sell	40,199 -439	-1%	-$5.03K	0.23%	47
2019 Q3	$428K	Sell	40,638 -1,455	-3%	-$15.3K	0.22%	45
2019 Q2	$488K	Buy	42,093 +12,941	+44%	+$154K	0.28%	41
2019 Q1	$351K	Sell	29,152 -1,456	-5%	-$17.6K	0.2%	47
2018 Q4	$351K	Buy	30,608 +1,184	+4%	+$14.2K	0.21%	47
2018 Q3	$380K	Buy	29,424 +549	+2%	+$7.7K	0.22%	46
2018 Q2	$413K	Sell	28,875 -693	-2%	-$11K	0.26%	42
2018 Q1	$500K	Buy	29,568 +1,010	+4%	+$18.7K	0.33%	35
2017 Q4	$527K	Buy	+28,558	New	+$524K	0.41%	28

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TLWM Financial's ING Position: Q2 2020 in Review

TLWM Financial sold out of ING (ING) in Q2 2020, closing a stake of 40,579 shares — an estimated $206K sold.

TLWM Financial first reported a position in ING in Q4 2017 and held it in 10 quarters. The position peaked at $527K in Q4 2017. 262 funds tracked by Wall St. Rank hold ING as of Q2 2020.

TLWM Financial reported no remaining ING position as of Q2 2020 after selling out during the quarter.
TLWM Financial sold 40,579 ING shares in Q2 2020, an estimated $206K.
TLWM Financial first reported a position in ING in Q4 2017 and held it in 10 quarters.
TLWM Financial's ING position peaked at $527K in Q4 2017.
262 funds tracked by Wall St. Rank held ING as of Q2 2020.

Based on TLWM Financial's 13F filing for Q2 2020, filed 7 Aug 2020.