FineMark National Bank & Trust’s Ionis Pharmaceuticals IONS Stock Holding History

FineMark National Bank & Trust’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
2017 Q1	–	Sell	-714	Closed	-$34K	–	676
2016 Q4	$34K	Hold	714	–	–	﹤0.01%	710
2016 Q3	$26K	Sell	714 -8	-1%	-$250	﹤0.01%	756
2016 Q2	$17K	Buy	722 +8	+1%	+$258	﹤0.01%	850
2016 Q1	$29K	Hold	714	–	–	﹤0.01%	708
2015 Q4	$44K	Hold	714	–	–	0.01%	630
2015 Q3	$29K	Hold	714	–	–	﹤0.01%	767
2015 Q2	$41K	Sell	714 -515	-42%	-$32.7K	0.01%	699
2015 Q1	$78K	Buy	1,229 +515	+72%	+$34.9K	0.01%	549
2014 Q4	$44K	Sell	714 -24	-3%	-$1.18K	0.01%	700
2014 Q3	$29K	Hold	738	–	–	﹤0.01%	782
2014 Q2	$25K	Sell	738 -67	-8%	-$2.11K	﹤0.01%	843
2014 Q1	$35K	Buy	+805	New	+$39K	0.01%	704
2013 Q3	–	Sell	-170	Closed	-$5K	–	1567
2013 Q2	$5K	Buy	+170	New	+$3.62K	﹤0.01%	1096

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

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

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

FineMark National Bank & Trust sold out of Ionis Pharmaceuticals (IONS) in Q1 2017, closing a stake of 714 shares — an estimated $34K sold.

FineMark National Bank & Trust first reported a position in IONS in Q2 2013 and held it in 13 quarters. The position peaked at $78K in Q1 2015. 270 funds tracked by Wall St. Rank hold IONS as of Q1 2017.

FineMark National Bank & Trust reported no remaining Ionis Pharmaceuticals position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 714 Ionis Pharmaceuticals shares in Q1 2017, an estimated $34K.
FineMark National Bank & Trust first reported a position in Ionis Pharmaceuticals in Q2 2013 and held it in 13 quarters.
FineMark National Bank & Trust's Ionis Pharmaceuticals position peaked at $78K in Q1 2015.
270 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q1 2017.

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