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Gupta Wealth Management’s Biogen BIIB Stock Holding History

Gupta Wealth Management’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
Q1 		$381K Buy
1,465
+91
+7% +$24K 0.09% 165
2015
Q4 		$421K Sell
1,374
-189
-12% -$54.3K 0.11% 155
2015
Q3 		$456K Buy
1,563
+124
+9% +$40.9K 0.11% 145
2015
Q2 		$581K Buy
1,439
+15
+1% +$6.02K 0.14% 129
2015
Q1 		$601K Buy
+1,424
New +$561K 0.18% 115

Other funds holding BIIB

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Gupta Wealth Management's BIIB Position: Q1 2016 in Review

Gupta Wealth Management increased its Biogen (BIIB) stake by 6.6% in Q1 2016, buying an estimated $24K and bringing the position to 1,465 shares worth $381K. The position accounts for 0.09% of the portfolio, ranked #165.

Gupta Wealth Management first reported a position in BIIB in Q1 2015 and has held it in 5 quarters since. The position peaked at $601K in Q1 2015. 948 funds tracked by Wall St. Rank hold BIIB as of Q1 2016.

  • Gupta Wealth Management held 1,465 shares of Biogen worth $381K as of Q1 2016.
  • Gupta Wealth Management bought 91 Biogen shares in Q1 2016, an estimated $24K.
  • Biogen made up 0.09% of Gupta Wealth Management's portfolio in Q1 2016, its #165 holding.
  • Gupta Wealth Management first reported a position in Biogen in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Biogen position peaked at $601K in Q1 2015.
  • 948 funds tracked by Wall St. Rank held Biogen as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.