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Bellwether Investment Group’s Inovio Pharmaceuticals INO Stock Holding History

Bellwether Investment 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
2017
Q2 		– Sell
-35
Closed -$3K – 319
2017
Q1 		$3K Hold
35
– – 0.01% 682
2016
Q4 		$3K Buy
+35
New +$3.17K ﹤0.01% 858
2016
Q2 		$4K Buy
+35
New +$4.25K ﹤0.01% 517

Other funds holding INO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bellwether Investment Group's INO Position: Q2 2017 in Review

Bellwether Investment Group sold out of Inovio Pharmaceuticals (INO) in Q2 2017, closing a stake of 35 shares — an estimated $3K sold.

Bellwether Investment Group first reported a position in INO in Q2 2016 and held it in 3 quarters. The position peaked at $4K in Q2 2016. 118 funds tracked by Wall St. Rank hold INO as of Q2 2017.

  • Bellwether Investment Group reported no remaining Inovio Pharmaceuticals position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 35 Inovio Pharmaceuticals shares in Q2 2017, an estimated $3K.
  • Bellwether Investment Group first reported a position in Inovio Pharmaceuticals in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Inovio Pharmaceuticals position peaked at $4K in Q2 2016.
  • 118 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.