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Michael B. Elefante’s Ionis Pharmaceuticals IONS Stock Holding History

Michael B. Elefante’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
2014
Q4 		$370K Sell
6,005
-14,350
-70% -$708K 0.4% 56
2014
Q3 		$790K Buy
20,355
+1,545
+8% +$54.8K 0.34% 54
2014
Q2 		$648K Buy
+18,810
New +$592K 0.27% 57

Other funds holding IONS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Michael B. Elefante's IONS Position: Q4 2014 in Review

Michael B. Elefante reduced its Ionis Pharmaceuticals (IONS) stake by 70% in Q4 2014, selling an estimated $708K and leaving 6,005 shares worth $370K. The position accounts for 0.4% of the portfolio, ranked #56.

Michael B. Elefante first reported a position in IONS in Q2 2014 and has held it in 3 quarters since. The position peaked at $790K in Q3 2014. 285 funds tracked by Wall St. Rank hold IONS as of Q4 2014.

  • Michael B. Elefante held 6,005 shares of Ionis Pharmaceuticals worth $370K as of Q4 2014.
  • Michael B. Elefante sold 14,350 Ionis Pharmaceuticals shares in Q4 2014, an estimated $708K.
  • Ionis Pharmaceuticals made up 0.4% of Michael B. Elefante's portfolio in Q4 2014, its #56 holding.
  • Michael B. Elefante first reported a position in Ionis Pharmaceuticals in Q2 2014 and has held it in 3 quarters since.
  • Michael B. Elefante's Ionis Pharmaceuticals position peaked at $790K in Q3 2014.
  • 285 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q4 2014.

Based on Michael B. Elefante's 13F filing for Q4 2014, filed 13 Feb 2015.