Lupo Securities’s Biogen BIIB Stock Holding History

Lupo Securities’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
2015 Q2	–	Sell	-352	Closed	-$149K	–	142
2015 Q1	$149K	Sell	352 -385	-52%	-$152K	0.23%	73
2014 Q4	$250K	Buy	+737	New	+$238K	0.12%	70

Other funds holding BIIB

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Lupo Securities's BIIB Position: Q2 2015 in Review

Lupo Securities sold out of Biogen (BIIB) in Q2 2015, closing a stake of 352 shares — an estimated $149K sold.

Lupo Securities first reported a position in BIIB in Q4 2014 and held it in 2 quarters. The position peaked at $250K in Q4 2014. 973 funds tracked by Wall St. Rank hold BIIB as of Q2 2015.

Lupo Securities reported no remaining Biogen position as of Q2 2015 after selling out during the quarter.
Lupo Securities sold 352 Biogen shares in Q2 2015, an estimated $149K.
Lupo Securities first reported a position in Biogen in Q4 2014 and held it in 2 quarters.
Lupo Securities's Biogen position peaked at $250K in Q4 2014.
973 funds tracked by Wall St. Rank held Biogen as of Q2 2015.

Based on Lupo Securities's 13F filing for Q2 2015, filed 14 Aug 2015.