Compass Efficient Model Portfolios’s Ionis Pharmaceuticals IONS Stock Holding History

Compass Efficient Model Portfolios’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
2013 Q4	$8K	Buy	+200	New	+$7.13K	0.3%	72

Other funds holding IONS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

BB Biotech Schaffhausen, Switzerland $3.98B AUM 15.47% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Compass Efficient Model Portfolios's IONS Position: Q4 2013 in Review

Compass Efficient Model Portfolios opened a new position in Ionis Pharmaceuticals (IONS) in Q4 2013: 200 shares worth $8K. The stake represents 0.3% of the portfolio and ranks #72 among its holdings.

213 funds tracked by Wall St. Rank hold IONS as of Q4 2013.

Compass Efficient Model Portfolios held 200 shares of Ionis Pharmaceuticals worth $8K as of Q4 2013.
Ionis Pharmaceuticals was a new Compass Efficient Model Portfolios position in Q4 2013.
Ionis Pharmaceuticals made up 0.3% of Compass Efficient Model Portfolios's portfolio in Q4 2013, its #72 holding.
213 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q4 2013.

Based on Compass Efficient Model Portfolios's 13F filing for Q4 2013, filed 20 Feb 2014.