ECM
INO icon

Elgethun Capital Management’s Inovio Pharmaceuticals INO Stock Holding History

Elgethun Capital Management’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
Q1 		– Sell
-83
Closed -$7K – 147
2016
Q4 		$7K Buy
+83
New +$7.5K 0.01% 226

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Elgethun Capital Management's INO Position: Q1 2017 in Review

Elgethun Capital Management sold out of Inovio Pharmaceuticals (INO) in Q1 2017, closing a stake of 83 shares — an estimated $7K sold.

Elgethun Capital Management first reported a position in INO in Q4 2016 and held it in 1 quarter. The position peaked at $7K in Q4 2016. 106 funds tracked by Wall St. Rank hold INO as of Q1 2017.

  • Elgethun Capital Management reported no remaining Inovio Pharmaceuticals position as of Q1 2017 after selling out during the quarter.
  • Elgethun Capital Management sold 83 Inovio Pharmaceuticals shares in Q1 2017, an estimated $7K.
  • Elgethun Capital Management first reported a position in Inovio Pharmaceuticals in Q4 2016 and held it in 1 quarter.
  • Elgethun Capital Management's Inovio Pharmaceuticals position peaked at $7K in Q4 2016.
  • 106 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q1 2017.

Based on Elgethun Capital Management's 13F filing for Q1 2017, filed 11 May 2017.