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Sheaff Brock Investment Advisors’s Inovio Pharmaceuticals INO Stock Holding History

Sheaff Brock Investment 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
-1,033
Closed -$97K – 594
2017
Q2 		$97K Buy
1,033
+83
+9% +$7.1K 0.01% 572
2017
Q1 		$75K Hold
950
– – 0.01% 575
2016
Q4 		$79K Sell
950
-833
-47% -$75.3K 0.01% 580
2016
Q3 		$199K Sell
1,783
-13
-0.7% -$1.44K 0.03% 475
2016
Q2 		$199K Sell
1,796
-33
-2% -$4.01K 0.03% 487
2016
Q1 		$191K Sell
1,829
-3,185
-64% -$246K 0.02% 497
2015
Q4 		$404K Buy
+5,014
New +$399K 0.05% 349

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

Sheaff Brock Investment Advisors's INO Position: Q3 2017 in Review

Sheaff Brock Investment Advisors sold out of Inovio Pharmaceuticals (INO) in Q3 2017, closing a stake of 1,033 shares — an estimated $97K sold.

Sheaff Brock Investment Advisors first reported a position in INO in Q4 2015 and held it in 7 quarters. The position peaked at $404K in Q4 2015. 125 funds tracked by Wall St. Rank hold INO as of Q3 2017.

  • Sheaff Brock Investment Advisors reported no remaining Inovio Pharmaceuticals position as of Q3 2017 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 1,033 Inovio Pharmaceuticals shares in Q3 2017, an estimated $97K.
  • Sheaff Brock Investment Advisors first reported a position in Inovio Pharmaceuticals in Q4 2015 and held it in 7 quarters.
  • Sheaff Brock Investment Advisors's Inovio Pharmaceuticals position peaked at $404K in Q4 2015.
  • 125 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q3 2017.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.