WIL
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Winifred I. Li’s Ionis Pharmaceuticals IONS Stock Holding History

Winifred I. Li’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
2014
Q4 		$158K Hold
2,560
– – 0.15% 130
2014
Q3 		$99K Hold
2,560
– – 0.09% 190
2014
Q2 		$88K Sell
2,560
-30
-1% -$945 0.07% 223
2014
Q1 		$112K Hold
2,590
– – 0.1% 174
2013
Q4 		$103K Hold
2,590
– – 0.09% 184
2013
Q3 		$97K Hold
2,590
– – 0.09% 187
2013
Q2 		$70K Buy
+2,590
New +$55.1K 0.07% 228

Other funds holding IONS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BB
BB Biotech Schaffhausen, Switzerland $3.98B AUM 15.47% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Winifred I. Li's IONS Position: Q4 2014 in Review

Winifred I. Li held its Ionis Pharmaceuticals (IONS) position steady in Q4 2014 at 2,560 shares worth $158K. The position accounts for 0.15% of the portfolio, ranked #130.

Winifred I. Li first reported a position in IONS in Q2 2013 and has held it in 7 quarters since. 285 funds tracked by Wall St. Rank hold IONS as of Q4 2014.

  • Winifred I. Li held 2,560 shares of Ionis Pharmaceuticals worth $158K as of Q4 2014.
  • Winifred I. Li left its Ionis Pharmaceuticals share count unchanged in Q4 2014.
  • Ionis Pharmaceuticals made up 0.15% of Winifred I. Li's portfolio in Q4 2014, its #130 holding.
  • Winifred I. Li first reported a position in Ionis Pharmaceuticals in Q2 2013 and has held it in 7 quarters since.
  • 285 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.