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VSR Financial Services’s Inovio Pharmaceuticals INO Stock Holding History

VSR Financial Services’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
Q1 		– Sell
-313
Closed -$44K – 596
2013
Q4 		$44K Hold
313
– – 0.01% 554
2013
Q3 		$31K Buy
313
+105
+50% +$8.8K 0.01% 525
2013
Q2 		$8K Buy
+208
New +$6.3K ﹤0.01% 516

Other funds holding INO

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
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BC
Broadfin Capital New York $747M AUM 100.56% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

VSR Financial Services's INO Position: Q1 2014 in Review

VSR Financial Services sold out of Inovio Pharmaceuticals (INO) in Q1 2014, closing a stake of 313 shares — an estimated $44K sold.

VSR Financial Services first reported a position in INO in Q2 2013 and held it in 3 quarters. The position peaked at $44K in Q4 2013. 78 funds tracked by Wall St. Rank hold INO as of Q1 2014.

  • VSR Financial Services reported no remaining Inovio Pharmaceuticals position as of Q1 2014 after selling out during the quarter.
  • VSR Financial Services sold 313 Inovio Pharmaceuticals shares in Q1 2014, an estimated $44K.
  • VSR Financial Services first reported a position in Inovio Pharmaceuticals in Q2 2013 and held it in 3 quarters.
  • VSR Financial Services's Inovio Pharmaceuticals position peaked at $44K in Q4 2013.
  • 78 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q1 2014.

Based on VSR Financial Services's 13F filing for Q1 2014, filed 5 May 2014.