Partnervest Advisory Services’s Ionis Pharmaceuticals IONS Stock Holding History

Partnervest Advisory Services’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
2014 Q3	–	Sell	-285	Closed	-$10K	–	464
2014 Q2	$10K	Hold	285	–	–	﹤0.01%	692
2014 Q1	$12K	Hold	285	–	–	0.01%	618
2013 Q4	$11K	Hold	285	–	–	0.01%	620
2013 Q3	$11K	Hold	285	–	–	0.01%	634
2013 Q2	$8K	Buy	+285	New	+$6.06K	﹤0.01%	641

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BFA

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

BIT

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Partnervest Advisory Services's IONS Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Ionis Pharmaceuticals (IONS) in Q3 2014, closing a stake of 285 shares — an estimated $10K sold.

Partnervest Advisory Services first reported a position in IONS in Q2 2013 and held it in 5 quarters. The position peaked at $12K in Q1 2014. 240 funds tracked by Wall St. Rank hold IONS as of Q3 2014.

Partnervest Advisory Services reported no remaining Ionis Pharmaceuticals position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 285 Ionis Pharmaceuticals shares in Q3 2014, an estimated $10K.
Partnervest Advisory Services first reported a position in Ionis Pharmaceuticals in Q2 2013 and held it in 5 quarters.
Partnervest Advisory Services's Ionis Pharmaceuticals position peaked at $12K in Q1 2014.
240 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.