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Ground Swell Capital’s Inovio Pharmaceuticals INO Stock Holding History

Ground Swell Capital’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
Q3 		– Sell
-83
Closed -$11K – 2573
2014
Q2 		$11K Buy
+83
New +$9.79K 0.02% 667

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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

Ground Swell Capital's INO Position: Q3 2014 in Review

Ground Swell Capital sold out of Inovio Pharmaceuticals (INO) in Q3 2014, closing a stake of 83 shares — an estimated $11K sold.

Ground Swell Capital first reported a position in INO in Q2 2014 and held it in 1 quarter. The position peaked at $11K in Q2 2014. 84 funds tracked by Wall St. Rank hold INO as of Q3 2014.

  • Ground Swell Capital reported no remaining Inovio Pharmaceuticals position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 83 Inovio Pharmaceuticals shares in Q3 2014, an estimated $11K.
  • Ground Swell Capital first reported a position in Inovio Pharmaceuticals in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's Inovio Pharmaceuticals position peaked at $11K in Q2 2014.
  • 84 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.