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Paloma Partners’s Inovio Pharmaceuticals INO Stock Holding History

Paloma Partners’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
2019
Q2 		– Sell
-990
Closed -$44K – 1958
2019
Q1 		$44K Sell
990
-360
-27% -$18.1K ﹤0.01% 1633
2018
Q4 		$65K Buy
1,350
+377
+39% +$22.9K ﹤0.01% 1146
2018
Q3 		$65K Buy
+973
New +$54.2K ﹤0.01% 1466
2016
Q4 		– Sell
-3,844
Closed -$348K – 2048
2016
Q3 		$430K Sell
3,844
-1,387
-27% -$153K 0.01% 1483
2016
Q2 		$580K Buy
5,231
+2,420
+86% +$294K 0.01% 1466
2016
Q1 		$294K Sell
2,811
-1,555
-36% -$120K ﹤0.01% 1527
2015
Q4 		$352K Buy
4,366
+199
+5% +$15.8K 0.01% 1238
2015
Q3 		$289K Buy
+4,167
New +$363K 0.01% 1295

Other funds holding INO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Paloma Partners's INO Position: Q2 2019 in Review

Paloma Partners sold out of Inovio Pharmaceuticals (INO) in Q2 2019, closing a stake of 990 shares — an estimated $44K sold.

Paloma Partners first reported a position in INO in Q3 2015 and held it in 8 quarters. The position peaked at $580K in Q2 2016. 126 funds tracked by Wall St. Rank hold INO as of Q2 2019.

  • Paloma Partners reported no remaining Inovio Pharmaceuticals position as of Q2 2019 after selling out during the quarter.
  • Paloma Partners sold 990 Inovio Pharmaceuticals shares in Q2 2019, an estimated $44K.
  • Paloma Partners first reported a position in Inovio Pharmaceuticals in Q3 2015 and held it in 8 quarters.
  • Paloma Partners's Inovio Pharmaceuticals position peaked at $580K in Q2 2016.
  • 126 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q2 2019.

Based on Paloma Partners's 13F filing for Q2 2019, filed 14 Aug 2019.