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Krilogy Financial’s Ionis Pharmaceuticals IONS Stock Holding History

Krilogy Financial’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
2017
Q4 		– Sell
-200
Closed -$10K – 804
2017
Q3 		$10K Hold
200
– – ﹤0.01% 578
2017
Q2 		$10K Hold
200
– – ﹤0.01% 530
2017
Q1 		$10K Hold
200
– – ﹤0.01% 513
2016
Q4 		$10K Hold
200
– – ﹤0.01% 513
2016
Q3 		$7K Hold
200
– – ﹤0.01% 566
2016
Q2 		$5K Hold
200
– – ﹤0.01% 605
2016
Q1 		$8K Buy
+200
New +$8.12K ﹤0.01% 485
2015
Q4 		– Sell
-300
Closed -$12K – 505
2015
Q3 		$12K Buy
+300
New +$15.5K 0.01% 369

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BB
BB Biotech Schaffhausen, Switzerland $3.98B AUM 15.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Krilogy Financial's IONS Position: Q4 2017 in Review

Krilogy Financial sold out of Ionis Pharmaceuticals (IONS) in Q4 2017, closing a stake of 200 shares — an estimated $10K sold.

Krilogy Financial first reported a position in IONS in Q3 2015 and held it in 8 quarters. The position peaked at $12K in Q3 2015. 316 funds tracked by Wall St. Rank hold IONS as of Q4 2017.

  • Krilogy Financial reported no remaining Ionis Pharmaceuticals position as of Q4 2017 after selling out during the quarter.
  • Krilogy Financial sold 200 Ionis Pharmaceuticals shares in Q4 2017, an estimated $10K.
  • Krilogy Financial first reported a position in Ionis Pharmaceuticals in Q3 2015 and held it in 8 quarters.
  • Krilogy Financial's Ionis Pharmaceuticals position peaked at $12K in Q3 2015.
  • 316 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q4 2017.

Based on Krilogy Financial's 13F filing for Q4 2017, filed 14 Feb 2018.