MSI Financial Services’s Inovio Pharmaceuticals INO Stock Holding History

MSI Financial Services’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
2016 Q4	$17K	Sell	200 -54	-21%	-$4.88K	﹤0.01%	2494
2016 Q3	$28K	Sell	254 -191	-43%	-$21.1K	﹤0.01%	2171
2016 Q2	$49K	Sell	445 -130	-23%	-$15.8K	﹤0.01%	1827
2016 Q1	$60K	Buy	575 +375	+188%	+$29K	﹤0.01%	1622
2015 Q4	$16K	Buy	200 +158	+376%	+$12.6K	﹤0.01%	2441
2015 Q3	$3K	Hold	42	–	–	﹤0.01%	2617
2015 Q2	$4K	Sell	42 -41	-49%	-$4.38K	﹤0.01%	2532
2015 Q1	$8K	Buy	83 +79	+1,975%	+$7.65K	﹤0.01%	2246
2014 Q4	$0	Buy	+4	New	+$489	﹤0.01%	2709

Other funds holding INO

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

MSI Financial Services's INO Position: Q4 2016 in Review

MSI Financial Services reduced its Inovio Pharmaceuticals (INO) stake by 21% in Q4 2016, selling an estimated $4.88K and leaving 200 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #2494.

MSI Financial Services first reported a position in INO in Q4 2014 and has held it in 9 quarters since. The position peaked at $60K in Q1 2016. 125 funds tracked by Wall St. Rank hold INO as of Q4 2016.

MSI Financial Services held 200 shares of Inovio Pharmaceuticals worth $17K as of Q4 2016.
MSI Financial Services sold 54 Inovio Pharmaceuticals shares in Q4 2016, an estimated $4.88K.
Inovio Pharmaceuticals made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2494 holding.
MSI Financial Services first reported a position in Inovio Pharmaceuticals in Q4 2014 and has held it in 9 quarters since.
MSI Financial Services's Inovio Pharmaceuticals position peaked at $60K in Q1 2016.
125 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.