Integrated Wealth Management (Palm Desert)’s Biogen BIIB Stock Holding History

Integrated Wealth Management (Palm Desert)’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	-347	Closed	-$109K	–	313
2016 Q3	$109K	Sell	347 -97	-22%	-$28.7K	0.04%	308
2016 Q2	$107K	Hold	444	–	–	0.04%	304
2016 Q1	$116K	Buy	444 +106	+31%	+$28K	0.05%	263
2015 Q4	$104K	Hold	338	–	–	0.04%	272
2015 Q3	$99K	Sell	338 -6	-2%	-$1.98K	0.04%	268
2015 Q2	$139K	Buy	344 +92	+37%	+$36.9K	0.05%	238
2015 Q1	$106K	Buy	+252	New	+$99.3K	0.04%	264

Other funds holding BIIB

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s BIIB Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Biogen (BIIB) in Q4 2016, closing a stake of 347 shares — an estimated $109K sold.

Integrated Wealth Management (Palm Desert) first reported a position in BIIB in Q1 2015 and held it in 7 quarters. The position peaked at $139K in Q2 2015. 1,026 funds tracked by Wall St. Rank hold BIIB as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Biogen position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 347 Biogen shares in Q4 2016, an estimated $109K.
Integrated Wealth Management (Palm Desert) first reported a position in Biogen in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Biogen position peaked at $139K in Q2 2015.
1,026 funds tracked by Wall St. Rank held Biogen as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.