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Bellevue Group’s Inovio Pharmaceuticals INO Stock Holding History

Bellevue Group’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
2018
Q1 		– Sell
-11,675
Closed -$579K – 128
2017
Q4 		$579K Sell
11,675
-325
-3% -$20.1K 0.06% 120
2017
Q3 		$913K Hold
12,000
– – 0.1% 112
2017
Q2 		$1.13M Hold
12,000
– – 0.13% 100
2017
Q1 		$953K Sell
12,000
-917
-7% -$73.1K 0.13% 105
2016
Q4 		$1.08M Hold
12,917
– – 0.22% 81
2016
Q3 		$1.45M Hold
12,917
– – 0.26% 85
2016
Q2 		$1.43M Sell
12,917
-9,166
-42% -$1.11M 0.27% 86
2016
Q1 		$2.31M Buy
+22,083
New +$1.7M 0.42% 73

Other funds holding INO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bellevue Group's INO Position: Q1 2018 in Review

Bellevue Group sold out of Inovio Pharmaceuticals (INO) in Q1 2018, closing a stake of 11,675 shares — an estimated $579K sold.

Bellevue Group first reported a position in INO in Q1 2016 and held it in 8 quarters. The position peaked at $2.31M in Q1 2016. 126 funds tracked by Wall St. Rank hold INO as of Q1 2018.

  • Bellevue Group reported no remaining Inovio Pharmaceuticals position as of Q1 2018 after selling out during the quarter.
  • Bellevue Group sold 11,675 Inovio Pharmaceuticals shares in Q1 2018, an estimated $579K.
  • Bellevue Group first reported a position in Inovio Pharmaceuticals in Q1 2016 and held it in 8 quarters.
  • Bellevue Group's Inovio Pharmaceuticals position peaked at $2.31M in Q1 2016.
  • 126 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q1 2018.

Based on Bellevue Group's 13F filing for Q1 2018, filed 9 May 2018.