MWP
IONS icon

MYCIO Wealth Partners’s Ionis Pharmaceuticals IONS Stock Holding History

MYCIO Wealth Partners’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
Q4 		– Sell
-2,000
Closed -$73K – 432
2016
Q3 		$73K Hold
2,000
– – 0.01% 294
2016
Q2 		$47K Hold
2,000
– – 0.01% 349
2016
Q1 		$81K Hold
2,000
– – 0.01% 263
2015
Q4 		$124K Sell
2,000
-8
-0.4% -$432 0.02% 193
2015
Q3 		$81K Buy
2,008
+8
+0.4% +$414 0.02% 238
2015
Q2 		$115K Hold
2,000
– – 0.02% 194
2015
Q1 		$127K Buy
2,000
+1,500
+300% +$102K 0.03% 185
2014
Q4 		$31K Buy
+500
New +$24.7K 0.01% 334

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MYCIO Wealth Partners's IONS Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of Ionis Pharmaceuticals (IONS) in Q4 2016, closing a stake of 2,000 shares — an estimated $73K sold.

MYCIO Wealth Partners first reported a position in IONS in Q4 2014 and held it in 8 quarters. The position peaked at $127K in Q1 2015. 308 funds tracked by Wall St. Rank hold IONS as of Q4 2016.

  • MYCIO Wealth Partners reported no remaining Ionis Pharmaceuticals position as of Q4 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 2,000 Ionis Pharmaceuticals shares in Q4 2016, an estimated $73K.
  • MYCIO Wealth Partners first reported a position in Ionis Pharmaceuticals in Q4 2014 and held it in 8 quarters.
  • MYCIO Wealth Partners's Ionis Pharmaceuticals position peaked at $127K in Q1 2015.
  • 308 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.