WP
INZ.CL

WealthPLAN Partners’s Ing Groep N.v. INZ.CL Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-600
Closed -$15.8K – 1176
2016
Q2 		$15.8K Buy
+600
New +$15.8K ﹤0.01% 1528

Other funds holding INZ.CL

NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.37B AUM 30.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
NCM
Nelson Capital Management Menlo Park, California $912M AUM 24.01% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

WealthPLAN Partners's INZ.CL Position: Q3 2016 in Review

WealthPLAN Partners sold out of Ing Groep N.v. (INZ.CL) in Q3 2016, closing a stake of 600 shares — an estimated $15.8K sold.

WealthPLAN Partners first reported a position in INZ.CL in Q2 2016 and held it in 1 quarter. The position peaked at $15.8K in Q2 2016. 8 funds tracked by Wall St. Rank hold INZ.CL as of Q3 2016.

  • WealthPLAN Partners reported no remaining Ing Groep N.v. position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 600 Ing Groep N.v. shares in Q3 2016, an estimated $15.8K.
  • WealthPLAN Partners first reported a position in Ing Groep N.v. in Q2 2016 and held it in 1 quarter.
  • WealthPLAN Partners's Ing Groep N.v. position peaked at $15.8K in Q2 2016.
  • 8 funds tracked by Wall St. Rank held Ing Groep N.v. as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.