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Independence Trust’s Biogen BIIB Stock Holding History

Independence Trust’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 		– Sell
-725
Closed -$222K – 51
2015
Q4 		$222K Sell
725
-104
-13% -$29.9K 0.29% 63
2015
Q3 		$242K Buy
+829
New +$274K 0.25% 81
2014
Q4 		– Sell
-631
Closed -$209K – 136
2014
Q3 		$209K Sell
631
-51
-7% -$16.8K 0.14% 96
2014
Q2 		$215K Sell
682
-39
-5% -$11.7K 0.14% 97
2014
Q1 		$221K Sell
721
-70
-9% -$22.2K 0.15% 95
2013
Q4 		$221K Buy
+791
New +$205K 0.15% 99
2013
Q3 		– Sell
-1,042
Closed -$224K – 106
2013
Q2 		$224K Buy
+1,042
New +$223K 0.16% 88

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 $3.38T AUM 44.17% 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 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

Independence Trust's BIIB Position: Q1 2016 in Review

Independence Trust sold out of Biogen (BIIB) in Q1 2016, closing a stake of 725 shares — an estimated $222K sold.

Independence Trust first reported a position in BIIB in Q2 2013 and held it in 7 quarters. The position peaked at $242K in Q3 2015. 948 funds tracked by Wall St. Rank hold BIIB as of Q1 2016.

  • Independence Trust reported no remaining Biogen position as of Q1 2016 after selling out during the quarter.
  • Independence Trust sold 725 Biogen shares in Q1 2016, an estimated $222K.
  • Independence Trust first reported a position in Biogen in Q2 2013 and held it in 7 quarters.
  • Independence Trust's Biogen position peaked at $242K in Q3 2015.
  • 948 funds tracked by Wall St. Rank held Biogen as of Q1 2016.

Based on Independence Trust's 13F filing for Q1 2016, filed 19 Apr 2016.