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Regal Investment Advisors’s Ionis Pharmaceuticals IONS Stock Holding History

Regal Investment 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
2015
Q4 		– Sell
-300
Closed -$12K – 571
2015
Q3 		$12K Sell
300
-200
-40% -$10.4K ﹤0.01% 653
2015
Q2 		$28K Hold
500
– – 0.01% 513
2015
Q1 		$32K Sell
500
-100
-17% -$6.79K 0.01% 497
2014
Q4 		$37K Buy
600
+300
+100% +$14.8K 0.01% 436
2014
Q3 		$12K Hold
300
– – ﹤0.01% 655
2014
Q2 		$10K Buy
+300
New +$9.45K ﹤0.01% 665

Other funds holding IONS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BB
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Regal Investment Advisors's IONS Position: Q4 2015 in Review

Regal Investment Advisors sold out of Ionis Pharmaceuticals (IONS) in Q4 2015, closing a stake of 300 shares — an estimated $12K sold.

Regal Investment Advisors first reported a position in IONS in Q2 2014 and held it in 6 quarters. The position peaked at $37K in Q4 2014. 334 funds tracked by Wall St. Rank hold IONS as of Q4 2015.

  • Regal Investment Advisors reported no remaining Ionis Pharmaceuticals position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 300 Ionis Pharmaceuticals shares in Q4 2015, an estimated $12K.
  • Regal Investment Advisors first reported a position in Ionis Pharmaceuticals in Q2 2014 and held it in 6 quarters.
  • Regal Investment Advisors's Ionis Pharmaceuticals position peaked at $37K in Q4 2014.
  • 334 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.