Kelleher Financial Advisors’s Biogen BIIB Stock Holding History

Kelleher Financial 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
2018 Q4	$666K	Buy	2,215 +140	+7%	+$44.7K	1.07%	25
2018 Q3	$733K	Buy	2,075 +50	+2%	+$17.2K	0.95%	22
2018 Q2	$587K	Buy	2,025 +25	+1%	+$7.03K	0.84%	31
2018 Q1	$547K	Hold	2,000	–	–	0.75%	37
2017 Q4	$637K	Sell	2,000 -100	-5%	-$32.1K	1.01%	29
2017 Q3	$657K	Buy	2,100 +100	+5%	+$29.6K	1.38%	22
2017 Q2	$542K	Hold	2,000	–	–	1.05%	29
2017 Q1	$546K	Sell	2,000 -3,026	-60%	-$856K	1.17%	26
2016 Q4	$1.04M	Buy	5,026 +2,626	+109%	+$778K	0.58%	50
2016 Q3	$751K	Buy	2,400 +400	+20%	+$118K	0.43%	59
2016 Q2	$483K	Sell	2,000 -300	-13%	-$79.1K	0.29%	72
2016 Q1	$598K	Buy	2,300 +300	+15%	+$79.2K	0.33%	74
2015 Q4	$612K	Sell	2,000 -300	-13%	-$86.2K	0.42%	59
2015 Q3	$671K	Buy	2,300 +300	+15%	+$99.1K	0.45%	58
2015 Q2	$807K	Hold	2,000	–	–	0.46%	56
2015 Q1	$844K	Hold	2,000	–	–	0.47%	53
2014 Q4	$678K	Hold	2,000	–	–	0.36%	55
2014 Q3	$642K	Hold	2,000	–	–	0.35%	57
2014 Q2	$631K	Hold	2,000	–	–	0.33%	59
2014 Q1	$611K	Hold	2,000	–	–	0.33%	58
2013 Q4	$559K	Hold	2,000	–	–	0.29%	61
2013 Q3	$482K	Hold	2,000	–	–	0.28%	62
2013 Q2	$430K	Buy	+2,000	New	+$427K	0.26%	63

Other funds holding BIIB

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 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

Wellington Management Group

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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