Old Mutual Customised Solutions’s Ionis Pharmaceuticals IONS Stock Holding History

Old Mutual Customised Solutions’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 Q3	–	Sell	-1,900	Closed	-$44K	–	716
2016 Q2	$44K	Hold	1,900	–	–	0.01%	690
2016 Q1	$77K	Hold	1,900	–	–	0.02%	634
2015 Q4	$118K	Hold	1,900	–	–	0.03%	554
2015 Q3	$77K	Hold	1,900	–	–	0.02%	644
2015 Q2	$109K	Buy	+1,900	New	+$121K	0.03%	607
2013 Q3	–	Sell	-1,500	Closed	-$40K	–	1000
2013 Q2	$40K	Buy	+1,500	New	+$31.9K	0.01%	776

Other funds holding IONS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Old Mutual Customised Solutions's IONS Position: Q3 2016 in Review

Old Mutual Customised Solutions sold out of Ionis Pharmaceuticals (IONS) in Q3 2016, closing a stake of 1,900 shares — an estimated $44K sold.

Old Mutual Customised Solutions first reported a position in IONS in Q2 2013 and held it in 6 quarters. The position peaked at $118K in Q4 2015. 281 funds tracked by Wall St. Rank hold IONS as of Q3 2016.

Old Mutual Customised Solutions reported no remaining Ionis Pharmaceuticals position as of Q3 2016 after selling out during the quarter.
Old Mutual Customised Solutions sold 1,900 Ionis Pharmaceuticals shares in Q3 2016, an estimated $44K.
Old Mutual Customised Solutions first reported a position in Ionis Pharmaceuticals in Q2 2013 and held it in 6 quarters.
Old Mutual Customised Solutions's Ionis Pharmaceuticals position peaked at $118K in Q4 2015.
281 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q3 2016.

Based on Old Mutual Customised Solutions's 13F filing for Q3 2016, filed 10 Nov 2016.