Polaris Wealth Advisory Group’s Biogen BIIB Stock Holding History

Polaris Wealth Advisory Group’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 Q4	–	Sell	-26	Closed	-$9K	–	171
2018 Q3	$9K	Hold	26	–	–	﹤0.01%	409
2018 Q2	$7K	Hold	26	–	–	﹤0.01%	212
2018 Q1	$7K	Buy	+26	New	+$8.07K	﹤0.01%	380
2015 Q3	–	Sell	-1,315	Closed	-$531K	–	69
2015 Q2	$531K	Buy	1,315 +70	+6%	+$28.1K	0.11%	55
2015 Q1	$526K	Sell	1,245 -240	-16%	-$94.6K	0.1%	67
2014 Q4	$504K	Buy	+1,485	New	+$480K	0.1%	65

Other funds holding BIIB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Polaris Wealth Advisory Group's BIIB Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Biogen (BIIB) in Q4 2018, closing a stake of 26 shares — an estimated $9K sold.

Polaris Wealth Advisory Group first reported a position in BIIB in Q4 2014 and held it in 6 quarters. The position peaked at $531K in Q2 2015. 1,141 funds tracked by Wall St. Rank hold BIIB as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining Biogen position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 26 Biogen shares in Q4 2018, an estimated $9K.
Polaris Wealth Advisory Group first reported a position in Biogen in Q4 2014 and held it in 6 quarters.
Polaris Wealth Advisory Group's Biogen position peaked at $531K in Q2 2015.
1,141 funds tracked by Wall St. Rank held Biogen as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.