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Edge Wealth Management’s Ionis Pharmaceuticals IONS Stock Holding History

Edge Wealth Management’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
2016
Q2 		– Sell
-7
Closed -$1K – 469
2016
Q1 		$1K Sell
7
-100
-93% -$4.06K ﹤0.01% 405
2015
Q4 		$7K Hold
107
– – ﹤0.01% 323
2015
Q3 		$4K Hold
107
– – ﹤0.01% 361
2015
Q2 		$6K Hold
107
– – ﹤0.01% 330
2015
Q1 		$7K Buy
+107
New +$7.26K ﹤0.01% 317

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
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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Edge Wealth Management's IONS Position: Q2 2016 in Review

Edge Wealth Management sold out of Ionis Pharmaceuticals (IONS) in Q2 2016, closing a stake of 7 shares — an estimated $1K sold.

Edge Wealth Management first reported a position in IONS in Q1 2015 and held it in 5 quarters. The position peaked at $7K in Q4 2015. 282 funds tracked by Wall St. Rank hold IONS as of Q2 2016.

  • Edge Wealth Management reported no remaining Ionis Pharmaceuticals position as of Q2 2016 after selling out during the quarter.
  • Edge Wealth Management sold 7 Ionis Pharmaceuticals shares in Q2 2016, an estimated $1K.
  • Edge Wealth Management first reported a position in Ionis Pharmaceuticals in Q1 2015 and held it in 5 quarters.
  • Edge Wealth Management's Ionis Pharmaceuticals position peaked at $7K in Q4 2015.
  • 282 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2016.

Based on Edge Wealth Management's 13F filing for Q2 2016, filed 8 Jul 2016.