Financial Architects (New Jersey)’s Ionis Pharmaceuticals IONS Stock Holding History

Financial Architects (New Jersey)’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
2018 Q1	–	Sell	-83	Closed	-$4K	–	1487
2017 Q4	$4K	Hold	83	–	–	﹤0.01%	1335
2017 Q3	$4K	Hold	83	–	–	﹤0.01%	1313
2017 Q2	$4K	Buy	83 +3	+4%	+$140	﹤0.01%	1335
2017 Q1	$3K	Hold	80	–	–	﹤0.01%	1377
2016 Q4	$4K	Hold	80	–	–	﹤0.01%	1190
2016 Q3	$3K	Hold	80	–	–	﹤0.01%	1248
2016 Q2	$2K	Hold	80	–	–	﹤0.01%	1307
2016 Q1	$3K	Buy	+80	New	+$3.25K	﹤0.01%	979
2015 Q3	–	Sell	-80	Closed	-$5K	–	545
2015 Q2	$5K	Sell	80 -200	-71%	-$12.7K	﹤0.01%	955
2015 Q1	$18K	Buy	+280	New	+$19K	0.01%	599
2014 Q4	–	Sell	-32	Closed	-$1K	–	996
2014 Q3	$1K	Buy	+32	New	+$1.13K	﹤0.01%	859

Other funds holding IONS

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

WRF

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

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Financial Architects (New Jersey)'s IONS Position: Q1 2018 in Review

Financial Architects (New Jersey) sold out of Ionis Pharmaceuticals (IONS) in Q1 2018, closing a stake of 83 shares — an estimated $4K sold.

Financial Architects (New Jersey) first reported a position in IONS in Q3 2014 and held it in 11 quarters. The position peaked at $18K in Q1 2015. 325 funds tracked by Wall St. Rank hold IONS as of Q1 2018.

Financial Architects (New Jersey) reported no remaining Ionis Pharmaceuticals position as of Q1 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 83 Ionis Pharmaceuticals shares in Q1 2018, an estimated $4K.
Financial Architects (New Jersey) first reported a position in Ionis Pharmaceuticals in Q3 2014 and held it in 11 quarters.
Financial Architects (New Jersey)'s Ionis Pharmaceuticals position peaked at $18K in Q1 2015.
325 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q1 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2018, filed 23 Apr 2018.