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Wealthspire Advisors (Maryland)’s ING ING Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q3 		– Sell
-15,475
Closed -$179K – 477
2019
Q2 		$179K Sell
15,475
-8,385
-35% -$100K 0.01% 444
2019
Q1 		$290K Buy
23,860
+9,548
+67% +$115K 0.02% 368
2018
Q4 		$153K Sell
14,312
-5,469
-28% -$65.7K 0.01% 468
2018
Q3 		$257K Sell
19,781
-1,992
-9% -$27.9K 0.02% 395
2018
Q2 		$312K Sell
21,773
-2,976
-12% -$47.3K 0.03% 347
2018
Q1 		$419K Buy
24,749
+1,133
+5% +$21K 0.04% 283
2017
Q4 		$436K Buy
23,616
+1,933
+9% +$35.5K 0.04% 288
2017
Q3 		$399K Buy
21,683
+6,000
+38% +$109K 0.04% 286
2017
Q2 		$273K Sell
15,683
-1,056
-6% -$17.4K 0.03% 360
2017
Q1 		$253K Sell
16,739
-644
-4% -$9.43K 0.04% 327
2016
Q4 		$245K Sell
17,383
-1,725
-9% -$23.2K 0.04% 321
2016
Q3 		$236K Sell
19,108
-115
-0.6% -$1.33K 0.04% 333
2016
Q2 		$199K Sell
19,223
-40
-0.2% -$474 0.03% 367
2016
Q1 		$230K Buy
19,263
+476
+3% +$5.71K 0.04% 318
2015
Q4 		$253K Buy
+18,787
New +$265K 0.05% 298

Other funds holding ING

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ING Position: Q3 2019 in Review

Wealthspire Advisors (Maryland) sold out of ING (ING) in Q3 2019, closing a stake of 15,475 shares — an estimated $179K sold.

Wealthspire Advisors (Maryland) first reported a position in ING in Q4 2015 and held it in 15 quarters. The position peaked at $436K in Q4 2017. 244 funds tracked by Wall St. Rank hold ING as of Q3 2019.

  • Wealthspire Advisors (Maryland) reported no remaining ING position as of Q3 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 15,475 ING shares in Q3 2019, an estimated $179K.
  • Wealthspire Advisors (Maryland) first reported a position in ING in Q4 2015 and held it in 15 quarters.
  • Wealthspire Advisors (Maryland)'s ING position peaked at $436K in Q4 2017.
  • 244 funds tracked by Wall St. Rank held ING as of Q3 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2019, filed 13 Nov 2019.