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Advocacy Wealth Management Services’s Ionis Pharmaceuticals IONS Stock Holding History

Advocacy Wealth Management Services’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
2016
Q4 		– Sell
-700
Closed -$26K – 348
2016
Q3 		$26K Hold
700
– – 0.01% 168
2016
Q2 		$16K Hold
700
– – 0.01% 261
2016
Q1 		$28K Buy
700
+200
+40% +$8.12K 0.02% 244
2015
Q4 		$31K Buy
+500
New +$27K 0.04% 218

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BB
BB Biotech Schaffhausen, Switzerland $3.98B AUM 15.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advocacy Wealth Management Services's IONS Position: Q4 2016 in Review

Advocacy Wealth Management Services sold out of Ionis Pharmaceuticals (IONS) in Q4 2016, closing a stake of 700 shares — an estimated $26K sold.

Advocacy Wealth Management Services first reported a position in IONS in Q4 2015 and held it in 4 quarters. The position peaked at $31K in Q4 2015. 308 funds tracked by Wall St. Rank hold IONS as of Q4 2016.

  • Advocacy Wealth Management Services reported no remaining Ionis Pharmaceuticals position as of Q4 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 700 Ionis Pharmaceuticals shares in Q4 2016, an estimated $26K.
  • Advocacy Wealth Management Services first reported a position in Ionis Pharmaceuticals in Q4 2015 and held it in 4 quarters.
  • Advocacy Wealth Management Services's Ionis Pharmaceuticals position peaked at $31K in Q4 2015.
  • 308 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q4 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2016, filed 27 Jan 2017.