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Emerald Mutual Fund Advisers Trust’s Inovio Pharmaceuticals INO Stock Holding History

Emerald Mutual Fund Advisers Trust’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
2014
Q2 		– Sell
-7,642
Closed -$1.22M – 231
2014
Q1 		$1.22M Buy
+7,642
New +$1.1M 0.12% 143

Other funds holding INO

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 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

Emerald Mutual Fund Advisers Trust's INO Position: Q2 2014 in Review

Emerald Mutual Fund Advisers Trust sold out of Inovio Pharmaceuticals (INO) in Q2 2014, closing a stake of 7,642 shares — an estimated $1.22M sold.

Emerald Mutual Fund Advisers Trust first reported a position in INO in Q1 2014 and held it in 1 quarter. The position peaked at $1.22M in Q1 2014. 76 funds tracked by Wall St. Rank hold INO as of Q2 2014.

  • Emerald Mutual Fund Advisers Trust reported no remaining Inovio Pharmaceuticals position as of Q2 2014 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 7,642 Inovio Pharmaceuticals shares in Q2 2014, an estimated $1.22M.
  • Emerald Mutual Fund Advisers Trust first reported a position in Inovio Pharmaceuticals in Q1 2014 and held it in 1 quarter.
  • Emerald Mutual Fund Advisers Trust's Inovio Pharmaceuticals position peaked at $1.22M in Q1 2014.
  • 76 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q2 2014.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q2 2014, filed 17 Jul 2014.