Advocacy Wealth Management Services’s Inovio Pharmaceuticals INO Stock Holding History

Advocacy Wealth Management Services’s Portfolio INO Stock Details INO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-21	Closed	-$2K	–	236
2017 Q3	$2K	Sell	21 -187	-90%	-$13.9K	﹤0.01%	260
2017 Q2	$20K	Hold	208	–	–	0.01%	133
2017 Q1	$17K	Hold	208	–	–	0.01%	163
2016 Q4	$17K	Hold	208	–	–	0.01%	157
2016 Q3	$23K	Hold	208	–	–	0.01%	192
2016 Q2	$23K	Buy	208 +104	+100%	+$12.6K	0.01%	217
2016 Q1	$11K	Hold	104	–	–	0.01%	341
2015 Q4	$8K	Buy	+104	New	+$8.28K	0.01%	378
2013 Q3	$6K	Hold	63	–	–	0.02%	242
2013 Q2	$2K	Buy	+63	New	+$1.91K	0.01%	234

Other funds holding INO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Advocacy Wealth Management Services's INO Position: Q4 2017 in Review

Advocacy Wealth Management Services sold out of Inovio Pharmaceuticals (INO) in Q4 2017, closing a stake of 21 shares — an estimated $2K sold.

Advocacy Wealth Management Services first reported a position in INO in Q2 2013 and held it in 10 quarters. The position peaked at $23K in Q3 2016. 133 funds tracked by Wall St. Rank hold INO as of Q4 2017.

Advocacy Wealth Management Services reported no remaining Inovio Pharmaceuticals position as of Q4 2017 after selling out during the quarter.
Advocacy Wealth Management Services sold 21 Inovio Pharmaceuticals shares in Q4 2017, an estimated $2K.
Advocacy Wealth Management Services first reported a position in Inovio Pharmaceuticals in Q2 2013 and held it in 10 quarters.
Advocacy Wealth Management Services's Inovio Pharmaceuticals position peaked at $23K in Q3 2016.
133 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q4 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2017, filed 12 Jan 2018.