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Sheaff Brock Investment Advisors’s Ionis Pharmaceuticals IONS Stock Holding History

Sheaff Brock 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
2017
Q1 		– Sell
-8,214
Closed -$393K – 620
2016
Q4 		$393K Buy
+8,214
New +$325K 0.05% 326

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Sheaff Brock Investment Advisors's IONS Position: Q1 2017 in Review

Sheaff Brock Investment Advisors sold out of Ionis Pharmaceuticals (IONS) in Q1 2017, closing a stake of 8,214 shares — an estimated $393K sold.

Sheaff Brock Investment Advisors first reported a position in IONS in Q4 2016 and held it in 1 quarter. The position peaked at $393K in Q4 2016. 270 funds tracked by Wall St. Rank hold IONS as of Q1 2017.

  • Sheaff Brock Investment Advisors reported no remaining Ionis Pharmaceuticals position as of Q1 2017 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 8,214 Ionis Pharmaceuticals shares in Q1 2017, an estimated $393K.
  • Sheaff Brock Investment Advisors first reported a position in Ionis Pharmaceuticals in Q4 2016 and held it in 1 quarter.
  • Sheaff Brock Investment Advisors's Ionis Pharmaceuticals position peaked at $393K in Q4 2016.
  • 270 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q1 2017.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2017, filed 2 May 2017.