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Private Capital Advisors’s Inovio Pharmaceuticals INO Stock Holding History

Private Capital Advisors’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
Q3 		– Sell
-2,917
Closed -$274K – 113
2017
Q2 		$274K Buy
+2,917
New +$249K 0.09% 119

Other funds holding INO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Private Capital Advisors's INO Position: Q3 2017 in Review

Private Capital Advisors sold out of Inovio Pharmaceuticals (INO) in Q3 2017, closing a stake of 2,917 shares — an estimated $274K sold.

Private Capital Advisors first reported a position in INO in Q2 2017 and held it in 1 quarter. The position peaked at $274K in Q2 2017. 125 funds tracked by Wall St. Rank hold INO as of Q3 2017.

  • Private Capital Advisors reported no remaining Inovio Pharmaceuticals position as of Q3 2017 after selling out during the quarter.
  • Private Capital Advisors sold 2,917 Inovio Pharmaceuticals shares in Q3 2017, an estimated $274K.
  • Private Capital Advisors first reported a position in Inovio Pharmaceuticals in Q2 2017 and held it in 1 quarter.
  • Private Capital Advisors's Inovio Pharmaceuticals position peaked at $274K in Q2 2017.
  • 125 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q3 2017.

Based on Private Capital Advisors's 13F filing for Q3 2017, filed 18 Oct 2017.