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Gofen & Glossberg’s Inovio Pharmaceuticals INO Stock Holding History

Gofen & Glossberg’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
-313
Closed -$49K – 469
2014
Q1 		$49K Hold
313
– – ﹤0.01% 492
2013
Q4 		$44K Buy
+313
New +$31.3K ﹤0.01% 494

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

Gofen & Glossberg's INO Position: Q2 2014 in Review

Gofen & Glossberg sold out of Inovio Pharmaceuticals (INO) in Q2 2014, closing a stake of 313 shares — an estimated $49K sold.

Gofen & Glossberg first reported a position in INO in Q4 2013 and held it in 2 quarters. The position peaked at $49K in Q1 2014. 76 funds tracked by Wall St. Rank hold INO as of Q2 2014.

  • Gofen & Glossberg reported no remaining Inovio Pharmaceuticals position as of Q2 2014 after selling out during the quarter.
  • Gofen & Glossberg sold 313 Inovio Pharmaceuticals shares in Q2 2014, an estimated $49K.
  • Gofen & Glossberg first reported a position in Inovio Pharmaceuticals in Q4 2013 and held it in 2 quarters.
  • Gofen & Glossberg's Inovio Pharmaceuticals position peaked at $49K in Q1 2014.
  • 76 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q2 2014.

Based on Gofen & Glossberg's 13F filing for Q2 2014, filed 15 Jul 2014.