KFS
BIIB icon

KMS Financial Services’s Biogen BIIB Stock Holding History

KMS Financial Services’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
2014
Q3 		$267K Sell
805
-117
-13% -$38.6K 0.04% 404
2014
Q2 		$290K Buy
922
+1
+0.1% +$301 0.04% 393
2014
Q1 		$282K Sell
921
-12
-1% -$3.81K 0.04% 397
2013
Q4 		$261K Buy
933
+34
+4% +$8.79K 0.04% 403
2013
Q3 		$216K Buy
+899
New +$201K 0.05% 375

Other funds holding BIIB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

KMS Financial Services's BIIB Position: Q3 2014 in Review

KMS Financial Services reduced its Biogen (BIIB) stake by 13% in Q3 2014, selling an estimated $38.6K and leaving 805 shares worth $267K. The position accounts for 0.04% of the portfolio, ranked #404.

KMS Financial Services first reported a position in BIIB in Q3 2013 and has held it in 5 quarters since. The position peaked at $290K in Q2 2014. 818 funds tracked by Wall St. Rank hold BIIB as of Q3 2014.

  • KMS Financial Services held 805 shares of Biogen worth $267K as of Q3 2014.
  • KMS Financial Services sold 117 Biogen shares in Q3 2014, an estimated $38.6K.
  • Biogen made up 0.04% of KMS Financial Services's portfolio in Q3 2014, its #404 holding.
  • KMS Financial Services first reported a position in Biogen in Q3 2013 and has held it in 5 quarters since.
  • KMS Financial Services's Biogen position peaked at $290K in Q2 2014.
  • 818 funds tracked by Wall St. Rank held Biogen as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.