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WhitTier Trust Company’s Inovio Pharmaceuticals INO Stock Holding History

WhitTier Trust Company’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
2015
Q1 		– Sell
-42
Closed -$5K – 896
2014
Q4 		$5K Sell
42
-375
-90% -$45.8K ﹤0.01% 829
2014
Q3 		$49K Sell
417
-62
-13% -$7.72K 0.01% 540
2014
Q2 		$62K Sell
479
-729
-60% -$86K 0.01% 511
2014
Q1 		$193K Buy
+1,208
New +$173K 0.02% 350

Other funds holding INO

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WhitTier Trust Company's INO Position: Q1 2015 in Review

WhitTier Trust Company sold out of Inovio Pharmaceuticals (INO) in Q1 2015, closing a stake of 42 shares — an estimated $5K sold.

WhitTier Trust Company first reported a position in INO in Q1 2014 and held it in 4 quarters. The position peaked at $193K in Q1 2014. 98 funds tracked by Wall St. Rank hold INO as of Q1 2015.

  • WhitTier Trust Company reported no remaining Inovio Pharmaceuticals position as of Q1 2015 after selling out during the quarter.
  • WhitTier Trust Company sold 42 Inovio Pharmaceuticals shares in Q1 2015, an estimated $5K.
  • WhitTier Trust Company first reported a position in Inovio Pharmaceuticals in Q1 2014 and held it in 4 quarters.
  • WhitTier Trust Company's Inovio Pharmaceuticals position peaked at $193K in Q1 2014.
  • 98 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q1 2015.

Based on WhitTier Trust Company's 13F filing for Q1 2015, filed 5 May 2015.