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Wellington Shields Capital Management’s Inovio Pharmaceuticals INO Stock Holding History

Wellington Shields Capital Management’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
2018
Q4 		– Sell
-2,550
Closed -$170K – 293
2018
Q3 		$170K Buy
+2,550
New +$142K 0.03% 298

Other funds holding INO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

Wellington Shields Capital Management's INO Position: Q4 2018 in Review

Wellington Shields Capital Management sold out of Inovio Pharmaceuticals (INO) in Q4 2018, closing a stake of 2,550 shares — an estimated $170K sold.

Wellington Shields Capital Management first reported a position in INO in Q3 2018 and held it in 1 quarter. The position peaked at $170K in Q3 2018. 125 funds tracked by Wall St. Rank hold INO as of Q4 2018.

  • Wellington Shields Capital Management reported no remaining Inovio Pharmaceuticals position as of Q4 2018 after selling out during the quarter.
  • Wellington Shields Capital Management sold 2,550 Inovio Pharmaceuticals shares in Q4 2018, an estimated $170K.
  • Wellington Shields Capital Management first reported a position in Inovio Pharmaceuticals in Q3 2018 and held it in 1 quarter.
  • Wellington Shields Capital Management's Inovio Pharmaceuticals position peaked at $170K in Q3 2018.
  • 125 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q4 2018.

Based on Wellington Shields Capital Management's 13F filing for Q4 2018, filed 11 Feb 2019.