Round Table Services’s Inovio Pharmaceuticals INO Stock Holding History

Round Table Services’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
2019 Q4	–	Sell	-28,283	Closed	-$696K	–	142
2019 Q3	$696K	Hold	28,283	–	–	0.21%	47
2019 Q2	$998K	Hold	28,283	–	–	0.31%	35
2019 Q1	$1.27M	Hold	28,283	–	–	0.44%	30
2018 Q4	$1.36M	Hold	28,283	–	–	0.52%	28
2018 Q3	$1.89M	Buy	28,283 +17,491	+162%	+$974K	0.64%	25
2018 Q2	$508K	Hold	10,792	–	–	0.17%	57
2018 Q1	$610K	Hold	10,792	–	–	0.22%	50
2017 Q4	$535K	Hold	10,792	–	–	0.19%	54
2017 Q3	$821K	Hold	10,792	–	–	0.29%	35
2017 Q2	$1.01M	Hold	10,792	–	–	0.37%	32
2017 Q1	$857K	Hold	10,792	–	–	0.31%	35
2016 Q4	$899K	Hold	10,792	–	–	0.37%	40
2016 Q3	$1.21M	Hold	10,792	–	–	0.72%	27
2016 Q2	$1.2M	Buy	10,792 +4,667	+76%	+$567K	0.68%	30
2016 Q1	$640K	Hold	6,125	–	–	0.4%	46
2015 Q4	$494K	Hold	6,125	–	–	0.36%	41
2015 Q3	$425K	Hold	6,125	–	–	0.31%	45
2015 Q2	$600K	Hold	6,125	–	–	0.47%	35
2015 Q1	$600K	Hold	6,125	–	–	0.47%	34
2014 Q4	$675K	Hold	6,125	–	–	0.53%	33
2014 Q3	$724K	Buy	6,125 +3,000	+96%	+$374K	0.61%	29
2014 Q2	$405K	Hold	3,125	–	–	0.33%	33
2014 Q1	$500K	Buy	+3,125	New	+$449K	0.55%	33

Other funds holding INO

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

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

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

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Round Table Services's INO Position: Q4 2019 in Review

Round Table Services sold out of Inovio Pharmaceuticals (INO) in Q4 2019, closing a stake of 28,283 shares — an estimated $696K sold.

Round Table Services first reported a position in INO in Q1 2014 and held it in 23 quarters. The position peaked at $1.89M in Q3 2018. 106 funds tracked by Wall St. Rank hold INO as of Q4 2019.

Round Table Services reported no remaining Inovio Pharmaceuticals position as of Q4 2019 after selling out during the quarter.
Round Table Services sold 28,283 Inovio Pharmaceuticals shares in Q4 2019, an estimated $696K.
Round Table Services first reported a position in Inovio Pharmaceuticals in Q1 2014 and held it in 23 quarters.
Round Table Services's Inovio Pharmaceuticals position peaked at $1.89M in Q3 2018.
106 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q4 2019.

Based on Round Table Services's 13F filing for Q4 2019, filed 23 Jan 2020.