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Apriem Advisors’s Inovio Pharmaceuticals INO Stock Holding History

Apriem Advisors’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
2016
Q3 		– Sell
-117
Closed -$13K – 614
2016
Q2 		$13K Buy
+117
New +$14.2K ﹤0.01% 386

Other funds holding INO

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

Apriem Advisors's INO Position: Q3 2016 in Review

Apriem Advisors sold out of Inovio Pharmaceuticals (INO) in Q3 2016, closing a stake of 117 shares — an estimated $13K sold.

Apriem Advisors first reported a position in INO in Q2 2016 and held it in 1 quarter. The position peaked at $13K in Q2 2016. 125 funds tracked by Wall St. Rank hold INO as of Q3 2016.

  • Apriem Advisors reported no remaining Inovio Pharmaceuticals position as of Q3 2016 after selling out during the quarter.
  • Apriem Advisors sold 117 Inovio Pharmaceuticals shares in Q3 2016, an estimated $13K.
  • Apriem Advisors first reported a position in Inovio Pharmaceuticals in Q2 2016 and held it in 1 quarter.
  • Apriem Advisors's Inovio Pharmaceuticals position peaked at $13K in Q2 2016.
  • 125 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q3 2016.

Based on Apriem Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.