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Baystate Wealth Management’s Ionis Pharmaceuticals IONS Stock Holding History

Baystate Wealth Management’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
Q1 		– Sell
-127
Closed -$6K – 670
2016
Q4 		$6K Buy
+127
New +$5.03K ﹤0.01% 343

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Baystate Wealth Management's IONS Position: Q1 2017 in Review

Baystate Wealth Management sold out of Ionis Pharmaceuticals (IONS) in Q1 2017, closing a stake of 127 shares — an estimated $6K sold.

Baystate Wealth Management first reported a position in IONS in Q4 2016 and held it in 1 quarter. The position peaked at $6K in Q4 2016. 270 funds tracked by Wall St. Rank hold IONS as of Q1 2017.

  • Baystate Wealth Management reported no remaining Ionis Pharmaceuticals position as of Q1 2017 after selling out during the quarter.
  • Baystate Wealth Management sold 127 Ionis Pharmaceuticals shares in Q1 2017, an estimated $6K.
  • Baystate Wealth Management first reported a position in Ionis Pharmaceuticals in Q4 2016 and held it in 1 quarter.
  • Baystate Wealth Management's Ionis Pharmaceuticals position peaked at $6K in Q4 2016.
  • 270 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q1 2017.

Based on Baystate Wealth Management's 13F filing for Q1 2017, filed 25 Apr 2017.