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R&F Capital Advisors’s Ionis Pharmaceuticals IONS Stock Holding History

R&F Capital Advisors’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
2017
Q1 		– Sell
-5,762
Closed -$276K – 751
2016
Q4 		$276K Buy
+5,762
New +$228K 0.1% 320

Other funds holding IONS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BB
BB Biotech Schaffhausen, Switzerland $3.98B AUM 15.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

R&F Capital Advisors's IONS Position: Q1 2017 in Review

R&F Capital Advisors sold out of Ionis Pharmaceuticals (IONS) in Q1 2017, closing a stake of 5,762 shares — an estimated $276K sold.

R&F Capital Advisors first reported a position in IONS in Q4 2016 and held it in 1 quarter. The position peaked at $276K in Q4 2016. 271 funds tracked by Wall St. Rank hold IONS as of Q1 2017.

  • R&F Capital Advisors reported no remaining Ionis Pharmaceuticals position as of Q1 2017 after selling out during the quarter.
  • R&F Capital Advisors sold 5,762 Ionis Pharmaceuticals shares in Q1 2017, an estimated $276K.
  • R&F Capital Advisors first reported a position in Ionis Pharmaceuticals in Q4 2016 and held it in 1 quarter.
  • R&F Capital Advisors's Ionis Pharmaceuticals position peaked at $276K in Q4 2016.
  • 271 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.