West Oak Capital’s Ionis Pharmaceuticals IONS Stock Holding History

West Oak Capital’s Portfolio IONS Stock Details IONS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-26	Closed	-$1.15K	–	340
2018 Q1	$1.15K	Buy	+26	New	+$1.32K	﹤0.01%	328

Other funds holding IONS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BB Biotech Schaffhausen, Switzerland $3.98B AUM 15.47% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

West Oak Capital's IONS Position: Q2 2018 in Review

West Oak Capital sold out of Ionis Pharmaceuticals (IONS) in Q2 2018, closing a stake of 26 shares — an estimated $1.15K sold.

West Oak Capital first reported a position in IONS in Q1 2018 and held it in 1 quarter. The position peaked at $1.15K in Q1 2018. 307 funds tracked by Wall St. Rank hold IONS as of Q2 2018.

West Oak Capital reported no remaining Ionis Pharmaceuticals position as of Q2 2018 after selling out during the quarter.
West Oak Capital sold 26 Ionis Pharmaceuticals shares in Q2 2018, an estimated $1.15K.
West Oak Capital first reported a position in Ionis Pharmaceuticals in Q1 2018 and held it in 1 quarter.
West Oak Capital's Ionis Pharmaceuticals position peaked at $1.15K in Q1 2018.
307 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2018.

Based on West Oak Capital's 13F filing for Q2 2018, filed 6 Jul 2018.