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WealthPLAN Partners’s Inovio Pharmaceuticals INO Stock Holding History

WealthPLAN Partners’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
2016
Q3 		$39.5K Sell
350
-350
-50% -$38.7K 0.01% 375
2016
Q2 		$38.8K Buy
+700
New +$85K 0.01% 1037

Other funds holding INO

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

WealthPLAN Partners's INO Position: Q3 2016 in Review

WealthPLAN Partners reduced its Inovio Pharmaceuticals (INO) stake by 50% in Q3 2016, selling an estimated $38.7K and leaving 350 shares worth $39.5K. The position accounts for 0.01% of the portfolio, ranked #375.

WealthPLAN Partners first reported a position in INO in Q2 2016 and has held it in 2 quarters since. 125 funds tracked by Wall St. Rank hold INO as of Q3 2016.

  • WealthPLAN Partners held 350 shares of Inovio Pharmaceuticals worth $39.5K as of Q3 2016.
  • WealthPLAN Partners sold 350 Inovio Pharmaceuticals shares in Q3 2016, an estimated $38.7K.
  • Inovio Pharmaceuticals made up 0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #375 holding.
  • WealthPLAN Partners first reported a position in Inovio Pharmaceuticals in Q2 2016 and has held it in 2 quarters since.
  • 125 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.