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Butensky & Cohen Financial Security’s Inovio Pharmaceuticals INO Stock Holding History

Butensky & Cohen Financial Security’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
Q3 		– Sell
-63
Closed -$6K – 95
2017
Q2 		$6K Hold
63
– – 0.01% 108
2017
Q1 		$5K Hold
63
– – ﹤0.01% 112
2016
Q4 		$5K Hold
63
– – ﹤0.01% 108
2016
Q3 		$7K Buy
+63
New +$6.96K 0.01% 104
2016
Q1 		– Sell
-42
Closed -$3K – 160
2015
Q4 		$3K Hold
42
– – ﹤0.01% 145
2015
Q3 		$3K Buy
+42
New +$3.66K ﹤0.01% 146

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Butensky & Cohen Financial Security's INO Position: Q3 2017 in Review

Butensky & Cohen Financial Security sold out of Inovio Pharmaceuticals (INO) in Q3 2017, closing a stake of 63 shares — an estimated $6K sold.

Butensky & Cohen Financial Security first reported a position in INO in Q3 2015 and held it in 6 quarters. The position peaked at $7K in Q3 2016. 125 funds tracked by Wall St. Rank hold INO as of Q3 2017.

  • Butensky & Cohen Financial Security reported no remaining Inovio Pharmaceuticals position as of Q3 2017 after selling out during the quarter.
  • Butensky & Cohen Financial Security sold 63 Inovio Pharmaceuticals shares in Q3 2017, an estimated $6K.
  • Butensky & Cohen Financial Security first reported a position in Inovio Pharmaceuticals in Q3 2015 and held it in 6 quarters.
  • Butensky & Cohen Financial Security's Inovio Pharmaceuticals position peaked at $7K in Q3 2016.
  • 125 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q3 2017.

Based on Butensky & Cohen Financial Security's 13F filing for Q3 2017, filed 20 Oct 2017.