WFG Advisors’s Ionis Pharmaceuticals IONS Stock Holding History

WFG Advisors’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
2017 Q2	$193K	Buy	3,800 +1,655	+77%	+$77.1K	0.04%	375
2017 Q1	$86K	Buy	2,145 +1,900	+776%	+$85.3K	0.02%	518
2016 Q4	$12K	Hold	245	–	–	﹤0.01%	1060
2016 Q3	$9K	Hold	245	–	–	﹤0.01%	1157
2016 Q2	$6K	Sell	245 -52	-18%	-$1.68K	﹤0.01%	1211
2016 Q1	$12K	Hold	297	–	–	﹤0.01%	1007
2015 Q4	$18K	Hold	297	–	–	0.01%	918
2015 Q3	$12K	Hold	297	–	–	﹤0.01%	1045
2015 Q2	$17K	Sell	297 -900	-75%	-$57.2K	﹤0.01%	1032
2015 Q1	$76K	Buy	1,197 +945	+375%	+$64.1K	0.02%	614
2014 Q4	$16K	Hold	252	–	–	﹤0.01%	1304
2014 Q3	$10K	Buy	252 +200	+385%	+$7.09K	﹤0.01%	1496
2014 Q2	$2K	Hold	52	–	–	﹤0.01%	1820
2014 Q1	$2K	Hold	52	–	–	﹤0.01%	1803
2013 Q4	$2K	Hold	52	–	–	﹤0.01%	1967
2013 Q3	$2K	Hold	52	–	–	﹤0.01%	1935
2013 Q2	$1K	Buy	+52	New	+$1.11K	﹤0.01%	1957

Other funds holding IONS

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

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

WFG Advisors's IONS Position: Q2 2017 in Review

WFG Advisors increased its Ionis Pharmaceuticals (IONS) stake by 77% in Q2 2017, buying an estimated $77.1K and bringing the position to 3,800 shares worth $193K. The position accounts for 0.04% of the portfolio, ranked #375.

WFG Advisors first reported a position in IONS in Q2 2013 and has held it in 17 quarters since. 293 funds tracked by Wall St. Rank hold IONS as of Q2 2017.

WFG Advisors held 3,800 shares of Ionis Pharmaceuticals worth $193K as of Q2 2017.
WFG Advisors bought 1,655 Ionis Pharmaceuticals shares in Q2 2017, an estimated $77.1K.
Ionis Pharmaceuticals made up 0.04% of WFG Advisors's portfolio in Q2 2017, its #375 holding.
WFG Advisors first reported a position in Ionis Pharmaceuticals in Q2 2013 and has held it in 17 quarters since.
293 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.