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Bellwether Investment Group’s Ionis Pharmaceuticals IONS Stock Holding History

Bellwether Investment Group’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
Q2 		– Sell
-132
Closed -$5K – 322
2017
Q1 		$5K Hold
132
– – 0.01% 619
2016
Q4 		$6K Buy
+132
New +$5.22K 0.01% 750

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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

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

Bellwether Investment Group sold out of Ionis Pharmaceuticals (IONS) in Q2 2017, closing a stake of 132 shares — an estimated $5K sold.

Bellwether Investment Group first reported a position in IONS in Q4 2016 and held it in 2 quarters. The position peaked at $6K in Q4 2016. 293 funds tracked by Wall St. Rank hold IONS as of Q2 2017.

  • Bellwether Investment Group reported no remaining Ionis Pharmaceuticals position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 132 Ionis Pharmaceuticals shares in Q2 2017, an estimated $5K.
  • Bellwether Investment Group first reported a position in Ionis Pharmaceuticals in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Ionis Pharmaceuticals position peaked at $6K in Q4 2016.
  • 293 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2017.

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