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National Planning Corporation’s Ionis Pharmaceuticals IONS Stock Holding History

National Planning Corporation’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
2015
Q1 		– Sell
-1,933
Closed -$133K – 1345
2014
Q4 		$133K Sell
1,933
-10,150
-84% -$501K 0.01% 814
2014
Q3 		$475K Sell
12,083
-1,250
-9% -$44.3K 0.04% 417
2014
Q2 		$459K Buy
13,333
+7,933
+147% +$250K 0.04% 428
2014
Q1 		$228K Buy
+5,400
New +$262K 0.02% 610
2013
Q4 		– Sell
-5,700
Closed -$218K – 720
2013
Q3 		$218K Buy
+5,700
New +$170K 0.02% 573

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

National Planning Corporation's IONS Position: Q1 2015 in Review

National Planning Corporation sold out of Ionis Pharmaceuticals (IONS) in Q1 2015, closing a stake of 1,933 shares — an estimated $133K sold.

National Planning Corporation first reported a position in IONS in Q3 2013 and held it in 5 quarters. The position peaked at $475K in Q3 2014. 339 funds tracked by Wall St. Rank hold IONS as of Q1 2015.

  • National Planning Corporation reported no remaining Ionis Pharmaceuticals position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 1,933 Ionis Pharmaceuticals shares in Q1 2015, an estimated $133K.
  • National Planning Corporation first reported a position in Ionis Pharmaceuticals in Q3 2013 and held it in 5 quarters.
  • National Planning Corporation's Ionis Pharmaceuticals position peaked at $475K in Q3 2014.
  • 339 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.