Patten Group’s Inovio Pharmaceuticals INO Stock Holding History

Patten Group’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
2017 Q4	–	Sell	-67	Closed	-$5K	–	630
2017 Q3	$5K	Hold	67	–	–	﹤0.01%	530
2017 Q2	$5K	Hold	67	–	–	﹤0.01%	545
2017 Q1	$5K	Buy	+67	New	+$5.34K	﹤0.01%	518

Other funds holding INO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Patten Group's INO Position: Q4 2017 in Review

Patten Group sold out of Inovio Pharmaceuticals (INO) in Q4 2017, closing a stake of 67 shares — an estimated $5K sold.

Patten Group first reported a position in INO in Q1 2017 and held it in 3 quarters. The position peaked at $5K in Q3 2017. 133 funds tracked by Wall St. Rank hold INO as of Q4 2017.

Patten Group reported no remaining Inovio Pharmaceuticals position as of Q4 2017 after selling out during the quarter.
Patten Group sold 67 Inovio Pharmaceuticals shares in Q4 2017, an estimated $5K.
Patten Group first reported a position in Inovio Pharmaceuticals in Q1 2017 and held it in 3 quarters.
Patten Group's Inovio Pharmaceuticals position peaked at $5K in Q3 2017.
133 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q4 2017.

Based on Patten Group's 13F filing for Q4 2017, filed 2 Feb 2018.