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Winch Advisory Services’s Inovio Pharmaceuticals INO Stock Holding History

Winch Advisory Services’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
2014
Q2 		– Sell
-2
Closed – – 276
2014
Q1 		$0 Buy
+2
New +$287 ﹤0.01% 279

Other funds holding INO

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Winch Advisory Services's INO Position: Q2 2014 in Review

Winch Advisory Services sold out of Inovio Pharmaceuticals (INO) in Q2 2014, closing a stake of 2 shares.

Winch Advisory Services first reported a position in INO in Q1 2014 and held it in 1 quarter. The position peaked at $0 in Q1 2014. 76 funds tracked by Wall St. Rank hold INO as of Q2 2014.

  • Winch Advisory Services reported no remaining Inovio Pharmaceuticals position as of Q2 2014 after selling out during the quarter.
  • Winch Advisory Services sold 2 Inovio Pharmaceuticals shares in Q2 2014.
  • Winch Advisory Services first reported a position in Inovio Pharmaceuticals in Q1 2014 and held it in 1 quarter.
  • Winch Advisory Services's Inovio Pharmaceuticals position peaked at $0 in Q1 2014.
  • 76 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q2 2014.

Based on Winch Advisory Services's 13F filing for Q2 2014, filed 15 Aug 2014.