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UBS’s Inovio Pharmaceuticals INO Stock Holding History

UBS’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
2014
Q3 		$1.58M Buy
13,400
+12,848
+2,328% +$1.6M ﹤0.01% 3130
2014
Q2 		$72K Sell
552
-8,252
-94% -$974K ﹤0.01% 6367
2014
Q1 		$1.41M Buy
8,804
+8,740
+13,656% +$1.25M ﹤0.01% 3132
2013
Q4 		$9K Buy
+64
New +$6.41K ﹤0.01% 9086

Other funds holding INO

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

UBS's INO Position: Q3 2014 in Review

UBS increased its Inovio Pharmaceuticals (INO) stake by 2,328% in Q3 2014, buying an estimated $1.6M and bringing the position to 13,400 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #3130.

UBS first reported a position in INO in Q4 2013 and has held it in 4 quarters since. 84 funds tracked by Wall St. Rank hold INO as of Q3 2014.

  • UBS held 13,400 shares of Inovio Pharmaceuticals worth $1.58M as of Q3 2014.
  • UBS bought 12,848 Inovio Pharmaceuticals shares in Q3 2014, an estimated $1.6M.
  • Inovio Pharmaceuticals made up ﹤0.01% of UBS's portfolio in Q3 2014, its #3130 holding.
  • UBS first reported a position in Inovio Pharmaceuticals in Q4 2013 and has held it in 4 quarters since.
  • 84 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.