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Marshall & Sullivan’s Ionis Pharmaceuticals IONS Stock Holding History

Marshall & Sullivan’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
-100
Closed -$4K – 58
2016
Q1 		$4K Hold
100
– – 0.01% 57
2015
Q4 		$4K Hold
100
– – 0.01% 57
2015
Q3 		$4K Buy
+100
New +$5.18K 0.01% 57

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

Marshall & Sullivan's IONS Position: Q2 2016 in Review

Marshall & Sullivan sold out of Ionis Pharmaceuticals (IONS) in Q2 2016, closing a stake of 100 shares — an estimated $4K sold.

Marshall & Sullivan first reported a position in IONS in Q3 2015 and held it in 3 quarters. The position peaked at $4K in Q1 2016. 282 funds tracked by Wall St. Rank hold IONS as of Q2 2016.

  • Marshall & Sullivan reported no remaining Ionis Pharmaceuticals position as of Q2 2016 after selling out during the quarter.
  • Marshall & Sullivan sold 100 Ionis Pharmaceuticals shares in Q2 2016, an estimated $4K.
  • Marshall & Sullivan first reported a position in Ionis Pharmaceuticals in Q3 2015 and held it in 3 quarters.
  • Marshall & Sullivan's Ionis Pharmaceuticals position peaked at $4K in Q1 2016.
  • 282 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2016.

Based on Marshall & Sullivan's 13F filing for Q2 2016, filed 12 Aug 2016.