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Stephen W. Kidder’s Ionis Pharmaceuticals IONS Stock Holding History

Stephen W. Kidder’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
-8,780
Closed -$421K – 92
2016
Q4 		$421K Buy
8,780
+1,325
+18% +$52.4K 0.17% 70
2016
Q3 		$273K Buy
+7,455
New +$233K 0.11% 88
2016
Q2 		– Sell
-6,995
Closed -$283K – 101
2016
Q1 		$283K Buy
6,995
+765
+12% +$31.1K 0.11% 86
2015
Q4 		$386K Buy
6,230
+350
+6% +$18.9K 0.17% 74
2015
Q3 		$239K Buy
5,880
+300
+5% +$15.5K 0.12% 84
2015
Q2 		$321K Hold
5,580
– – 0.14% 75
2015
Q1 		$356K Buy
5,580
+800
+17% +$54.3K 0.15% 78
2014
Q4 		$296K Buy
+4,780
New +$236K 0.13% 86

Other funds holding IONS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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 $580B AUM 38.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BB
BB Biotech Schaffhausen, Switzerland $3.98B AUM 15.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Stephen W. Kidder's IONS Position: Q1 2017 in Review

Stephen W. Kidder sold out of Ionis Pharmaceuticals (IONS) in Q1 2017, closing a stake of 8,780 shares — an estimated $421K sold.

Stephen W. Kidder first reported a position in IONS in Q4 2014 and held it in 8 quarters. The position peaked at $421K in Q4 2016. 271 funds tracked by Wall St. Rank hold IONS as of Q1 2017.

  • Stephen W. Kidder reported no remaining Ionis Pharmaceuticals position as of Q1 2017 after selling out during the quarter.
  • Stephen W. Kidder sold 8,780 Ionis Pharmaceuticals shares in Q1 2017, an estimated $421K.
  • Stephen W. Kidder first reported a position in Ionis Pharmaceuticals in Q4 2014 and held it in 8 quarters.
  • Stephen W. Kidder's Ionis Pharmaceuticals position peaked at $421K in Q4 2016.
  • 271 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q1 2017.

Based on Stephen W. Kidder's 13F filing for Q1 2017, filed 15 May 2017.