CapWealth Advisors’s Biogen BIIB Stock Holding History

CapWealth 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
2016 Q4	–	Sell	-51	Closed	-$16K	–	111
2016 Q3	$16K	Sell	51 -2	-4%	-$592	﹤0.01%	196
2016 Q2	$13K	Hold	53	–	–	﹤0.01%	199
2016 Q1	$14K	Hold	53	–	–	﹤0.01%	215
2015 Q4	$16K	Sell	53 -4	-7%	-$1.15K	﹤0.01%	172
2015 Q3	$17K	Hold	57	–	–	﹤0.01%	170
2015 Q2	$23K	Hold	57	–	–	0.01%	165
2015 Q1	$24K	Buy	+57	New	+$22.5K	0.01%	169
2014 Q4	–	Sell	-57	Closed	-$19K	–	110
2014 Q3	$19K	Hold	57	–	–	﹤0.01%	189
2014 Q2	$18K	Hold	57	–	–	﹤0.01%	197
2014 Q1	$17K	Hold	57	–	–	﹤0.01%	202
2013 Q4	$16K	Hold	57	–	–	﹤0.01%	223
2013 Q3	$14K	Hold	57	–	–	﹤0.01%	271
2013 Q2	$12K	Buy	+57	New	+$12.2K	﹤0.01%	272

Other funds holding BIIB

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return