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Brick & Kyle Associates’s Inovio Pharmaceuticals INO Stock Holding History

Brick & Kyle Associates’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
-42
Closed -$3K – 213
2017
Q1 		$3K Hold
42
– – ﹤0.01% 387
2016
Q4 		$3K Hold
42
– – ﹤0.01% 397
2016
Q3 		$5K Hold
42
– – ﹤0.01% 381
2016
Q2 		$5K Hold
42
– – ﹤0.01% 387
2016
Q1 		$4K Hold
42
– – ﹤0.01% 388
2015
Q4 		$3K Hold
42
– – ﹤0.01% 391
2015
Q3 		$3K Buy
+42
New +$3.66K ﹤0.01% 401

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

Brick & Kyle Associates's INO Position: Q2 2017 in Review

Brick & Kyle Associates sold out of Inovio Pharmaceuticals (INO) in Q2 2017, closing a stake of 42 shares — an estimated $3K sold.

Brick & Kyle Associates first reported a position in INO in Q3 2015 and held it in 7 quarters. The position peaked at $5K in Q3 2016. 118 funds tracked by Wall St. Rank hold INO as of Q2 2017.

  • Brick & Kyle Associates reported no remaining Inovio Pharmaceuticals position as of Q2 2017 after selling out during the quarter.
  • Brick & Kyle Associates sold 42 Inovio Pharmaceuticals shares in Q2 2017, an estimated $3K.
  • Brick & Kyle Associates first reported a position in Inovio Pharmaceuticals in Q3 2015 and held it in 7 quarters.
  • Brick & Kyle Associates's Inovio Pharmaceuticals position peaked at $5K in Q3 2016.
  • 118 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q2 2017.

Based on Brick & Kyle Associates's 13F filing for Q2 2017, filed 14 Aug 2017.