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Kernodle & Katon Asset Management Group’s Inovio Pharmaceuticals INO Stock Holding History

Kernodle & Katon Asset Management Group’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 		$13K Hold
166
– – 0.01% 215
2016
Q4 		$14K Buy
166
+63
+61% +$5.7K 0.01% 205
2016
Q3 		$12K Hold
103
– – 0.01% 246
2016
Q2 		$11K Hold
103
– – 0.01% 211
2016
Q1 		$11K Hold
103
– – 0.01% 207
2015
Q4 		$8K Buy
+103
New +$8.2K 0.01% 219

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

Kernodle & Katon Asset Management Group's INO Position: Q1 2017 in Review

Kernodle & Katon Asset Management Group held its Inovio Pharmaceuticals (INO) position steady in Q1 2017 at 166 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #215.

Kernodle & Katon Asset Management Group first reported a position in INO in Q4 2015 and has held it in 6 quarters since. The position peaked at $14K in Q4 2016. 106 funds tracked by Wall St. Rank hold INO as of Q1 2017.

  • Kernodle & Katon Asset Management Group held 166 shares of Inovio Pharmaceuticals worth $13K as of Q1 2017.
  • Kernodle & Katon Asset Management Group left its Inovio Pharmaceuticals share count unchanged in Q1 2017.
  • Inovio Pharmaceuticals made up 0.01% of Kernodle & Katon Asset Management Group's portfolio in Q1 2017, its #215 holding.
  • Kernodle & Katon Asset Management Group first reported a position in Inovio Pharmaceuticals in Q4 2015 and has held it in 6 quarters since.
  • Kernodle & Katon Asset Management Group's Inovio Pharmaceuticals position peaked at $14K in Q4 2016.
  • 106 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q1 2017.

Based on Kernodle & Katon Asset Management Group's 13F filing for Q1 2017, filed 12 May 2017.