Mosaic Family Wealth’s Inovio Pharmaceuticals INO Stock Holding History

Mosaic Family Wealth’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
2019 Q2	–	Sell	-208	Closed	-$9K	–	378
2019 Q1	$9K	Hold	208	–	–	﹤0.01%	505
2018 Q4	$10K	Hold	208	–	–	﹤0.01%	485
2018 Q3	$12K	Hold	208	–	–	﹤0.01%	483
2018 Q2	$10K	Hold	208	–	–	﹤0.01%	533
2018 Q1	$12K	Hold	208	–	–	﹤0.01%	505
2017 Q4	$10K	Hold	208	–	–	﹤0.01%	529
2017 Q3	$16K	Hold	208	–	–	0.01%	503
2017 Q2	$20K	Hold	208	–	–	0.01%	436
2017 Q1	$17K	Sell	208 -32	-13%	-$2.55K	0.01%	455
2016 Q4	$20K	Hold	240	–	–	0.01%	431
2016 Q3	$27K	Hold	240	–	–	0.01%	406
2016 Q2	$27K	Hold	240	–	–	0.01%	409
2016 Q1	$25K	Hold	240	–	–	0.01%	410
2015 Q4	$19K	Buy	+240	New	+$19.1K	0.01%	451

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

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

AIM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Mosaic Family Wealth's INO Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Inovio Pharmaceuticals (INO) in Q2 2019, closing a stake of 208 shares — an estimated $9K sold.

Mosaic Family Wealth first reported a position in INO in Q4 2015 and held it in 14 quarters. The position peaked at $27K in Q3 2016. 126 funds tracked by Wall St. Rank hold INO as of Q2 2019.

Mosaic Family Wealth reported no remaining Inovio Pharmaceuticals position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 208 Inovio Pharmaceuticals shares in Q2 2019, an estimated $9K.
Mosaic Family Wealth first reported a position in Inovio Pharmaceuticals in Q4 2015 and held it in 14 quarters.
Mosaic Family Wealth's Inovio Pharmaceuticals position peaked at $27K in Q3 2016.
126 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.