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FineMark National Bank & Trust’s Inovio Pharmaceuticals INO Stock Holding History

FineMark National Bank & 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
2017
Q1 		– Sell
-13
Closed -$1K – 674
2016
Q4 		$1K Hold
13
– – ﹤0.01% 1233
2016
Q3 		$1K Hold
13
– – ﹤0.01% 1246
2016
Q2 		$1K Buy
+13
New +$1.58K ﹤0.01% 1293

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

FineMark National Bank & Trust's INO Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Inovio Pharmaceuticals (INO) in Q1 2017, closing a stake of 13 shares — an estimated $1K sold.

FineMark National Bank & Trust first reported a position in INO in Q2 2016 and held it in 3 quarters. The position peaked at $1K in Q4 2016. 106 funds tracked by Wall St. Rank hold INO as of Q1 2017.

  • FineMark National Bank & Trust reported no remaining Inovio Pharmaceuticals position as of Q1 2017 after selling out during the quarter.
  • FineMark National Bank & Trust sold 13 Inovio Pharmaceuticals shares in Q1 2017, an estimated $1K.
  • FineMark National Bank & Trust first reported a position in Inovio Pharmaceuticals in Q2 2016 and held it in 3 quarters.
  • FineMark National Bank & Trust's Inovio Pharmaceuticals position peaked at $1K in Q4 2016.
  • 106 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.