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Brick & Kyle Associates’s Ionis Pharmaceuticals IONS Stock Holding History

Brick & Kyle Associates’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
-150
Closed -$6K – 215
2017
Q1 		$6K Hold
150
– – ﹤0.01% 366
2016
Q4 		$7K Hold
150
– – 0.01% 364
2016
Q3 		$5K Hold
150
– – ﹤0.01% 382
2016
Q2 		$3K Sell
150
-150
-50% -$4.84K ﹤0.01% 407
2016
Q1 		$12K Hold
300
– – 0.01% 325
2015
Q4 		$19K Hold
300
– – 0.02% 260
2015
Q3 		$12K Hold
300
– – 0.01% 327
2015
Q2 		$17K Hold
300
– – 0.01% 307
2015
Q1 		$19K Buy
300
+150
+100% +$10.2K 0.02% 283
2014
Q4 		$9K Buy
+150
New +$7.4K 0.01% 352

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

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

Brick & Kyle Associates sold out of Ionis Pharmaceuticals (IONS) in Q2 2017, closing a stake of 150 shares — an estimated $6K sold.

Brick & Kyle Associates first reported a position in IONS in Q4 2014 and held it in 10 quarters. The position peaked at $19K in Q4 2015. 293 funds tracked by Wall St. Rank hold IONS as of Q2 2017.

  • Brick & Kyle Associates reported no remaining Ionis Pharmaceuticals position as of Q2 2017 after selling out during the quarter.
  • Brick & Kyle Associates sold 150 Ionis Pharmaceuticals shares in Q2 2017, an estimated $6K.
  • Brick & Kyle Associates first reported a position in Ionis Pharmaceuticals in Q4 2014 and held it in 10 quarters.
  • Brick & Kyle Associates's Ionis Pharmaceuticals position peaked at $19K in Q4 2015.
  • 293 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2017.

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