SKK
IONS icon

Shepherd Kaplan Krochuk’s Ionis Pharmaceuticals IONS Stock Holding History

Shepherd Kaplan Krochuk’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
2014
Q1 		– Sell
-8,398
Closed -$335K – 615
2013
Q4 		$335K Buy
+8,398
New +$299K 0.04% 279

Other funds holding IONS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Shepherd Kaplan Krochuk's IONS Position: Q1 2014 in Review

Shepherd Kaplan Krochuk sold out of Ionis Pharmaceuticals (IONS) in Q1 2014, closing a stake of 8,398 shares — an estimated $335K sold.

Shepherd Kaplan Krochuk first reported a position in IONS in Q4 2013 and held it in 1 quarter. The position peaked at $335K in Q4 2013. 234 funds tracked by Wall St. Rank hold IONS as of Q1 2014.

  • Shepherd Kaplan Krochuk reported no remaining Ionis Pharmaceuticals position as of Q1 2014 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 8,398 Ionis Pharmaceuticals shares in Q1 2014, an estimated $335K.
  • Shepherd Kaplan Krochuk first reported a position in Ionis Pharmaceuticals in Q4 2013 and held it in 1 quarter.
  • Shepherd Kaplan Krochuk's Ionis Pharmaceuticals position peaked at $335K in Q4 2013.
  • 234 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q1 2014.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2014, filed 15 May 2014.