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Cetera Advisors’s Inovio Pharmaceuticals INO Stock Holding History

Cetera Advisors’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
2016
Q4 		– Sell
-2,514
Closed -$281K – 764
2016
Q3 		$281K Buy
2,514
+201
+9% +$22.2K 0.02% 574
2016
Q2 		$257K Sell
2,313
-1,052
-31% -$128K 0.02% 606
2016
Q1 		$351K Buy
+3,365
New +$260K 0.03% 486

Other funds holding INO

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cetera Advisors's INO Position: Q4 2016 in Review

Cetera Advisors sold out of Inovio Pharmaceuticals (INO) in Q4 2016, closing a stake of 2,514 shares — an estimated $281K sold.

Cetera Advisors first reported a position in INO in Q1 2016 and held it in 3 quarters. The position peaked at $351K in Q1 2016. 125 funds tracked by Wall St. Rank hold INO as of Q4 2016.

  • Cetera Advisors reported no remaining Inovio Pharmaceuticals position as of Q4 2016 after selling out during the quarter.
  • Cetera Advisors sold 2,514 Inovio Pharmaceuticals shares in Q4 2016, an estimated $281K.
  • Cetera Advisors first reported a position in Inovio Pharmaceuticals in Q1 2016 and held it in 3 quarters.
  • Cetera Advisors's Inovio Pharmaceuticals position peaked at $351K in Q1 2016.
  • 125 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q4 2016.

Based on Cetera Advisors's 13F filing for Q4 2016, filed 15 Feb 2017.