Integrated Wealth Counsel’s Biogen BIIB Stock Holding History

Integrated Wealth Counsel’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
2015 Q1	–	Sell	-1,300	Closed	-$441K	–	83
2014 Q4	$441K	Hold	1,300	–	–	0.53%	14
2014 Q3	$430K	Hold	1,300	–	–	0.44%	14
2014 Q2	$410K	Hold	1,300	–	–	0.32%	25
2014 Q1	$398K	Hold	1,300	–	–	0.31%	44
2013 Q4	$363K	Hold	1,300	–	–	0.27%	49
2013 Q3	$313K	Hold	1,300	–	–	0.23%	52
2013 Q2	$280K	Buy	+1,300	New	+$278K	0.2%	57

Other funds holding BIIB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

BIT

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Integrated Wealth Counsel's BIIB Position: Q1 2015 in Review

Integrated Wealth Counsel sold out of Biogen (BIIB) in Q1 2015, closing a stake of 1,300 shares — an estimated $441K sold.

Integrated Wealth Counsel first reported a position in BIIB in Q2 2013 and held it in 7 quarters. The position peaked at $441K in Q4 2014. 967 funds tracked by Wall St. Rank hold BIIB as of Q1 2015.

Integrated Wealth Counsel reported no remaining Biogen position as of Q1 2015 after selling out during the quarter.
Integrated Wealth Counsel sold 1,300 Biogen shares in Q1 2015, an estimated $441K.
Integrated Wealth Counsel first reported a position in Biogen in Q2 2013 and held it in 7 quarters.
Integrated Wealth Counsel's Biogen position peaked at $441K in Q4 2014.
967 funds tracked by Wall St. Rank held Biogen as of Q1 2015.

Based on Integrated Wealth Counsel's 13F filing for Q1 2015, filed 12 May 2015.