Lucia Wealth Services’s Biogen BIIB Stock Holding History

Lucia Wealth 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
2018 Q2	–	Sell	-751	Closed	-$206K	–	203
2018 Q1	$206K	Buy	+751	New	+$233K	0.07%	109

Other funds holding BIIB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lucia Wealth Services's BIIB Position: Q2 2018 in Review

Lucia Wealth Services sold out of Biogen (BIIB) in Q2 2018, closing a stake of 751 shares — an estimated $206K sold.

Lucia Wealth Services first reported a position in BIIB in Q1 2018 and held it in 1 quarter. The position peaked at $206K in Q1 2018. 1,097 funds tracked by Wall St. Rank hold BIIB as of Q2 2018.

Lucia Wealth Services reported no remaining Biogen position as of Q2 2018 after selling out during the quarter.
Lucia Wealth Services sold 751 Biogen shares in Q2 2018, an estimated $206K.
Lucia Wealth Services first reported a position in Biogen in Q1 2018 and held it in 1 quarter.
Lucia Wealth Services's Biogen position peaked at $206K in Q1 2018.
1,097 funds tracked by Wall St. Rank held Biogen as of Q2 2018.

Based on Lucia Wealth Services's 13F filing for Q2 2018, filed 9 Aug 2018.