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Modera Wealth Management’s Biogen BIIB Stock Holding History

Modera 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
2014
Q1 		– Sell
-3,115
Closed -$871K – 68
2013
Q4 		$871K Hold
3,115
– – 0.33% 33
2013
Q3 		$750K Hold
3,115
– – 0.36% 27
2013
Q2 		$670K Buy
+3,115
New +$666K 0.34% 28

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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

Modera Wealth Management's BIIB Position: Q1 2014 in Review

Modera Wealth Management sold out of Biogen (BIIB) in Q1 2014, closing a stake of 3,115 shares — an estimated $871K sold.

Modera Wealth Management first reported a position in BIIB in Q2 2013 and held it in 3 quarters. The position peaked at $871K in Q4 2013. 776 funds tracked by Wall St. Rank hold BIIB as of Q1 2014.

  • Modera Wealth Management reported no remaining Biogen position as of Q1 2014 after selling out during the quarter.
  • Modera Wealth Management sold 3,115 Biogen shares in Q1 2014, an estimated $871K.
  • Modera Wealth Management first reported a position in Biogen in Q2 2013 and held it in 3 quarters.
  • Modera Wealth Management's Biogen position peaked at $871K in Q4 2013.
  • 776 funds tracked by Wall St. Rank held Biogen as of Q1 2014.

Based on Modera Wealth Management's 13F filing for Q1 2014, filed 9 May 2014.