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Kings Point Capital Management’s Ionis Pharmaceuticals IONS Stock Holding History

Kings Point Capital Management’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
2016
Q2 		– Sell
-640
Closed -$26K – 332
2016
Q1 		$26K Hold
640
– – 0.01% 238
2015
Q4 		$40K Hold
640
– – 0.01% 227
2015
Q3 		$26K Hold
640
– – 0.01% 284
2015
Q2 		$37K Hold
640
– – 0.01% 243
2015
Q1 		$41K Hold
640
– – 0.01% 235
2014
Q4 		$40K Buy
+640
New +$31.6K 0.01% 225

Other funds holding IONS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BB
BB Biotech Schaffhausen, Switzerland $3.98B AUM 15.47% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Kings Point Capital Management's IONS Position: Q2 2016 in Review

Kings Point Capital Management sold out of Ionis Pharmaceuticals (IONS) in Q2 2016, closing a stake of 640 shares — an estimated $26K sold.

Kings Point Capital Management first reported a position in IONS in Q4 2014 and held it in 6 quarters. The position peaked at $41K in Q1 2015. 282 funds tracked by Wall St. Rank hold IONS as of Q2 2016.

  • Kings Point Capital Management reported no remaining Ionis Pharmaceuticals position as of Q2 2016 after selling out during the quarter.
  • Kings Point Capital Management sold 640 Ionis Pharmaceuticals shares in Q2 2016, an estimated $26K.
  • Kings Point Capital Management first reported a position in Ionis Pharmaceuticals in Q4 2014 and held it in 6 quarters.
  • Kings Point Capital Management's Ionis Pharmaceuticals position peaked at $41K in Q1 2015.
  • 282 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2016.

Based on Kings Point Capital Management's 13F filing for Q2 2016, filed 12 Aug 2016.