Wealthfront’s Inovio Pharmaceuticals INO Stock Holding History

Wealthfront’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
2015 Q3	–	Sell	-4	Closed	–	–	1348
2015 Q2	$0	Buy	4 +2	+100%	+$214	﹤0.01%	1341
2015 Q1	$0	Buy	+2	New	+$194	﹤0.01%	1227

Other funds holding INO

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sabby Management Miami Beach, Florida $45.1M AUM 74.25% 1-Year Est. Return

SIP

Stoneridge Investment Partners Radnor, Pennsylvania $138M AUM 7.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthfront's INO Position: Q3 2015 in Review

Wealthfront sold out of Inovio Pharmaceuticals (INO) in Q3 2015, closing a stake of 4 shares.

Wealthfront first reported a position in INO in Q1 2015 and held it in 2 quarters. The position peaked at $0 in Q2 2015. 114 funds tracked by Wall St. Rank hold INO as of Q3 2015.

Wealthfront reported no remaining Inovio Pharmaceuticals position as of Q3 2015 after selling out during the quarter.
Wealthfront sold 4 Inovio Pharmaceuticals shares in Q3 2015.
Wealthfront first reported a position in Inovio Pharmaceuticals in Q1 2015 and held it in 2 quarters.
Wealthfront's Inovio Pharmaceuticals position peaked at $0 in Q2 2015.
114 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q3 2015.

Based on Wealthfront's 13F filing for Q3 2015, filed 18 Nov 2015.