Krilogy Financial’s Inovio Pharmaceuticals INO Stock Holding History

Krilogy Financial’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
2018 Q4	–	Sell	-42	Closed	-$3K	–	383
2018 Q3	$3K	Buy	+42	New	+$2.34K	﹤0.01%	679
2018 Q2	–	Sell	-42	Closed	-$2K	–	376
2018 Q1	$2K	Hold	42	–	–	﹤0.01%	694
2017 Q4	$2K	Hold	42	–	–	﹤0.01%	694
2017 Q3	$3K	Hold	42	–	–	﹤0.01%	701
2017 Q2	$4K	Hold	42	–	–	﹤0.01%	611
2017 Q1	$3K	Hold	42	–	–	﹤0.01%	625
2016 Q4	$3K	Hold	42	–	–	﹤0.01%	625
2016 Q3	$5K	Hold	42	–	–	﹤0.01%	596
2016 Q2	$5K	Hold	42	–	–	﹤0.01%	604
2016 Q1	$4K	Hold	42	–	–	﹤0.01%	553
2015 Q4	$3K	Hold	42	–	–	﹤0.01%	353
2015 Q3	$3K	Buy	+42	New	+$3.66K	﹤0.01%	513

Other funds holding INO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

Krilogy Financial's INO Position: Q4 2018 in Review

Krilogy Financial sold out of Inovio Pharmaceuticals (INO) in Q4 2018, closing a stake of 42 shares — an estimated $3K sold.

Krilogy Financial first reported a position in INO in Q3 2015 and held it in 12 quarters. The position peaked at $5K in Q3 2016. 125 funds tracked by Wall St. Rank hold INO as of Q4 2018.

Krilogy Financial reported no remaining Inovio Pharmaceuticals position as of Q4 2018 after selling out during the quarter.
Krilogy Financial sold 42 Inovio Pharmaceuticals shares in Q4 2018, an estimated $3K.
Krilogy Financial first reported a position in Inovio Pharmaceuticals in Q3 2015 and held it in 12 quarters.
Krilogy Financial's Inovio Pharmaceuticals position peaked at $5K in Q3 2016.
125 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q4 2018.

Based on Krilogy Financial's 13F filing for Q4 2018, filed 14 Feb 2019.