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Capstone Financial Advisors’s Biogen BIIB Stock Holding History

Capstone Financial 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
2014
Q4 		– Sell
-850
Closed -$281K – 93
2014
Q3 		$281K Buy
+850
New +$280K 0.17% 43

Other funds holding BIIB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Capstone Financial Advisors's BIIB Position: Q4 2014 in Review

Capstone Financial Advisors sold out of Biogen (BIIB) in Q4 2014, closing a stake of 850 shares — an estimated $281K sold.

Capstone Financial Advisors first reported a position in BIIB in Q3 2014 and held it in 1 quarter. The position peaked at $281K in Q3 2014. 885 funds tracked by Wall St. Rank hold BIIB as of Q4 2014.

  • Capstone Financial Advisors reported no remaining Biogen position as of Q4 2014 after selling out during the quarter.
  • Capstone Financial Advisors sold 850 Biogen shares in Q4 2014, an estimated $281K.
  • Capstone Financial Advisors first reported a position in Biogen in Q3 2014 and held it in 1 quarter.
  • Capstone Financial Advisors's Biogen position peaked at $281K in Q3 2014.
  • 885 funds tracked by Wall St. Rank held Biogen as of Q4 2014.

Based on Capstone Financial Advisors's 13F filing for Q4 2014, filed 13 Feb 2015.