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Wellington Shields & Co’s Inovio Pharmaceuticals INO Stock Holding History

Wellington Shields & Co’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
-4,000
Closed -$267K – 157
2018
Q3 		$267K Buy
+4,000
New +$223K 0.14% 115

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 & Co's INO Position: Q4 2018 in Review

Wellington Shields & Co sold out of Inovio Pharmaceuticals (INO) in Q4 2018, closing a stake of 4,000 shares — an estimated $267K sold.

Wellington Shields & Co first reported a position in INO in Q3 2018 and held it in 1 quarter. The position peaked at $267K in Q3 2018. 125 funds tracked by Wall St. Rank hold INO as of Q4 2018.

  • Wellington Shields & Co reported no remaining Inovio Pharmaceuticals position as of Q4 2018 after selling out during the quarter.
  • Wellington Shields & Co sold 4,000 Inovio Pharmaceuticals shares in Q4 2018, an estimated $267K.
  • Wellington Shields & Co first reported a position in Inovio Pharmaceuticals in Q3 2018 and held it in 1 quarter.
  • Wellington Shields & Co's Inovio Pharmaceuticals position peaked at $267K in Q3 2018.
  • 125 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q4 2018.

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