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Aris Wealth Services’s Biogen BIIB Stock Holding History

Aris Wealth Services’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
Q3 		$7K Sell
25
-2,008
-99% -$663K 0.01% 254
2015
Q2 		$822K Buy
2,033
+208
+11% +$83.5K 0.75% 44
2015
Q1 		$771K Buy
1,825
+602
+49% +$237K 0.72% 46
2014
Q4 		$415K Buy
+1,223
New +$396K 0.46% 77

Other funds holding BIIB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Aris Wealth Services's BIIB Position: Q3 2015 in Review

Aris Wealth Services reduced its Biogen (BIIB) stake by 99% in Q3 2015, selling an estimated $663K and leaving 25 shares worth $7K. The position accounts for 0.01% of the portfolio, ranked #254.

Aris Wealth Services first reported a position in BIIB in Q4 2014 and has held it in 4 quarters since. The position peaked at $822K in Q2 2015. 923 funds tracked by Wall St. Rank hold BIIB as of Q3 2015.

  • Aris Wealth Services held 25 shares of Biogen worth $7K as of Q3 2015.
  • Aris Wealth Services sold 2,008 Biogen shares in Q3 2015, an estimated $663K.
  • Biogen made up 0.01% of Aris Wealth Services's portfolio in Q3 2015, its #254 holding.
  • Aris Wealth Services first reported a position in Biogen in Q4 2014 and has held it in 4 quarters since.
  • Aris Wealth Services's Biogen position peaked at $822K in Q2 2015.
  • 923 funds tracked by Wall St. Rank held Biogen as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.