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Integrated Wealth Management (Palm Desert)’s Inovio Pharmaceuticals INO Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q4 		– Sell
-83
Closed -$9K – 614
2016
Q3 		$9K Sell
83
-9
-10% -$994 ﹤0.01% 785
2016
Q2 		$10K Buy
+92
New +$11.2K ﹤0.01% 758

Other funds holding INO

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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 $3.38T AUM 44.17% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s INO Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Inovio Pharmaceuticals (INO) in Q4 2016, closing a stake of 83 shares — an estimated $9K sold.

Integrated Wealth Management (Palm Desert) first reported a position in INO in Q2 2016 and held it in 2 quarters. The position peaked at $10K in Q2 2016. 125 funds tracked by Wall St. Rank hold INO as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Inovio Pharmaceuticals position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 83 Inovio Pharmaceuticals shares in Q4 2016, an estimated $9K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Inovio Pharmaceuticals in Q2 2016 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s Inovio Pharmaceuticals position peaked at $10K in Q2 2016.
  • 125 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.