Plancorp LLC’s Inovio Pharmaceuticals INO Stock Holding History

Plancorp LLC’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
2014 Q2	–	Sell	-625	Closed	-$100K	–	87
2014 Q1	$100K	Buy	+625	New	+$89.7K	0.07%	119

Other funds holding INO

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

BFA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BIT

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

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Plancorp LLC's INO Position: Q2 2014 in Review

Plancorp LLC sold out of Inovio Pharmaceuticals (INO) in Q2 2014, closing a stake of 625 shares — an estimated $100K sold.

Plancorp LLC first reported a position in INO in Q1 2014 and held it in 1 quarter. The position peaked at $100K in Q1 2014. 76 funds tracked by Wall St. Rank hold INO as of Q2 2014.

Plancorp LLC reported no remaining Inovio Pharmaceuticals position as of Q2 2014 after selling out during the quarter.
Plancorp LLC sold 625 Inovio Pharmaceuticals shares in Q2 2014, an estimated $100K.
Plancorp LLC first reported a position in Inovio Pharmaceuticals in Q1 2014 and held it in 1 quarter.
Plancorp LLC's Inovio Pharmaceuticals position peaked at $100K in Q1 2014.
76 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q2 2014.

Based on Plancorp LLC's 13F filing for Q2 2014, filed 11 Aug 2014.