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LBA Wealth Management’s Biogen BIIB Stock Holding History

LBA Wealth Management’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
2017
Q1 		$453K Buy
1,658
+100
+6% +$28.3K 0.24% 71
2016
Q4 		$442K Buy
1,558
+75
+5% +$22.2K 0.24% 71
2016
Q3 		$464K Buy
1,483
+115
+8% +$34.1K 0.26% 67
2016
Q2 		$331K Buy
1,368
+135
+11% +$35.6K 0.19% 83
2016
Q1 		$321K Buy
1,233
+15
+1% +$3.96K 0.19% 89
2015
Q4 		$373K Buy
1,218
+336
+38% +$96.5K 0.21% 86
2015
Q3 		$257K Buy
882
+55
+7% +$18.2K 0.16% 95
2015
Q2 		$334K Buy
827
+52
+7% +$20.9K 0.21% 79
2015
Q1 		$327K Buy
775
+350
+82% +$138K 0.21% 83
2014
Q4 		$144K Buy
+425
New +$137K 0.1% 120

Other funds holding BIIB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LBA Wealth Management's BIIB Position: Q1 2017 in Review

LBA Wealth Management increased its Biogen (BIIB) stake by 6.4% in Q1 2017, buying an estimated $28.3K and bringing the position to 1,658 shares worth $453K. The position accounts for 0.24% of the portfolio, ranked #71.

LBA Wealth Management first reported a position in BIIB in Q4 2014 and has held it in 10 quarters since. The position peaked at $464K in Q3 2016. 1,019 funds tracked by Wall St. Rank hold BIIB as of Q1 2017.

  • LBA Wealth Management held 1,658 shares of Biogen worth $453K as of Q1 2017.
  • LBA Wealth Management bought 100 Biogen shares in Q1 2017, an estimated $28.3K.
  • Biogen made up 0.24% of LBA Wealth Management's portfolio in Q1 2017, its #71 holding.
  • LBA Wealth Management first reported a position in Biogen in Q4 2014 and has held it in 10 quarters since.
  • LBA Wealth Management's Biogen position peaked at $464K in Q3 2016.
  • 1,019 funds tracked by Wall St. Rank held Biogen as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.