Advisory Research’s Biogen BIIB Stock Holding History

Advisory Research’s Portfolio BIIB Stock Details BIIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-659	Closed	-$278K	–	317
2015 Q1	$278K	Sell	659 -44	-6%	-$17.3K	﹤0.01%	314
2014 Q4	$239K	Buy	703 +33	+5%	+$10.7K	﹤0.01%	323
2014 Q3	$222K	Sell	670 -1	-0.1%	-$330	﹤0.01%	313
2014 Q2	$212K	Buy	671 +7	+1%	+$2.11K	﹤0.01%	307
2014 Q1	$203K	Buy	+664	New	+$211K	﹤0.01%	316

Other funds holding BIIB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Advisory Research's BIIB Position: Q2 2015 in Review

Advisory Research sold out of Biogen (BIIB) in Q2 2015, closing a stake of 659 shares — an estimated $278K sold.

Advisory Research first reported a position in BIIB in Q1 2014 and held it in 5 quarters. The position peaked at $278K in Q1 2015. 974 funds tracked by Wall St. Rank hold BIIB as of Q2 2015.

Advisory Research reported no remaining Biogen position as of Q2 2015 after selling out during the quarter.
Advisory Research sold 659 Biogen shares in Q2 2015, an estimated $278K.
Advisory Research first reported a position in Biogen in Q1 2014 and held it in 5 quarters.
Advisory Research's Biogen position peaked at $278K in Q1 2015.
974 funds tracked by Wall St. Rank held Biogen as of Q2 2015.

Based on Advisory Research's 13F filing for Q2 2015, filed 14 Aug 2015.