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Advisory Research’s Ionis Pharmaceuticals IONS Stock Holding History

Advisory Research’s Portfolio IONS Stock Details IONS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-12,469
Closed -$634K – 451
2017
Q2 		$634K Buy
+12,469
New +$581K 0.01% 345

Other funds holding IONS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BB
BB Biotech Schaffhausen, Switzerland $3.98B AUM 15.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Advisory Research's IONS Position: Q3 2017 in Review

Advisory Research sold out of Ionis Pharmaceuticals (IONS) in Q3 2017, closing a stake of 12,469 shares — an estimated $634K sold.

Advisory Research first reported a position in IONS in Q2 2017 and held it in 1 quarter. The position peaked at $634K in Q2 2017. 301 funds tracked by Wall St. Rank hold IONS as of Q3 2017.

  • Advisory Research reported no remaining Ionis Pharmaceuticals position as of Q3 2017 after selling out during the quarter.
  • Advisory Research sold 12,469 Ionis Pharmaceuticals shares in Q3 2017, an estimated $634K.
  • Advisory Research first reported a position in Ionis Pharmaceuticals in Q2 2017 and held it in 1 quarter.
  • Advisory Research's Ionis Pharmaceuticals position peaked at $634K in Q2 2017.
  • 301 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q3 2017.

Based on Advisory Research's 13F filing for Q3 2017, filed 14 Nov 2017.