CPA
BIIB icon

Capital Planning Advisors’s Biogen BIIB Stock Holding History

Capital Planning Advisors’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
2018
Q3 		– Sell
-1,743
Closed -$506K – 117
2018
Q2 		$506K Sell
1,743
-1,239
-42% -$348K 0.23% 80
2018
Q1 		$817K Buy
2,982
+285
+11% +$88.5K 0.29% 76
2017
Q4 		$859K Buy
2,697
+1,564
+138% +$502K 0.3% 78
2017
Q3 		$355K Buy
+1,133
New +$335K 0.14% 101

Other funds holding BIIB

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Capital Planning Advisors's BIIB Position: Q3 2018 in Review

Capital Planning Advisors sold out of Biogen (BIIB) in Q3 2018, closing a stake of 1,743 shares — an estimated $506K sold.

Capital Planning Advisors first reported a position in BIIB in Q3 2017 and held it in 4 quarters. The position peaked at $859K in Q4 2017. 1,145 funds tracked by Wall St. Rank hold BIIB as of Q3 2018.

  • Capital Planning Advisors reported no remaining Biogen position as of Q3 2018 after selling out during the quarter.
  • Capital Planning Advisors sold 1,743 Biogen shares in Q3 2018, an estimated $506K.
  • Capital Planning Advisors first reported a position in Biogen in Q3 2017 and held it in 4 quarters.
  • Capital Planning Advisors's Biogen position peaked at $859K in Q4 2017.
  • 1,145 funds tracked by Wall St. Rank held Biogen as of Q3 2018.

Based on Capital Planning Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.