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Mountain Capital Investment Advisors’s Ionis Pharmaceuticals IONS Stock Holding History

Mountain Capital Investment Advisors’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
-159
Closed -$8K – 213
2017
Q3 		$8K Hold
159
– – 0.01% 295
2017
Q2 		$8K Buy
+159
New +$7.4K 0.01% 320

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

Mountain Capital Investment Advisors's IONS Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Ionis Pharmaceuticals (IONS) in Q4 2017, closing a stake of 159 shares — an estimated $8K sold.

Mountain Capital Investment Advisors first reported a position in IONS in Q2 2017 and held it in 2 quarters. The position peaked at $8K in Q3 2017. 316 funds tracked by Wall St. Rank hold IONS as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Ionis Pharmaceuticals position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 159 Ionis Pharmaceuticals shares in Q4 2017, an estimated $8K.
  • Mountain Capital Investment Advisors first reported a position in Ionis Pharmaceuticals in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Ionis Pharmaceuticals position peaked at $8K in Q3 2017.
  • 316 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.