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Smith & Howard Wealth Management’s Biogen BIIB Stock Holding History

Smith & Howard 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
2015
Q3 		– Sell
-690
Closed -$279K – 60
2015
Q2 		$279K Hold
690
– – 0.12% 52
2015
Q1 		$291K Buy
+690
New +$272K 0.13% 46
2014
Q1 		– Sell
-500
Closed -$140K – 55
2013
Q4 		$140K Hold
500
– – 0.08% 66
2013
Q3 		$120K Hold
500
– – 0.07% 52
2013
Q2 		$108K Buy
+500
New +$107K 0.07% 57

Other funds holding BIIB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 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 $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Smith & Howard Wealth Management's BIIB Position: Q3 2015 in Review

Smith & Howard Wealth Management sold out of Biogen (BIIB) in Q3 2015, closing a stake of 690 shares — an estimated $279K sold.

Smith & Howard Wealth Management first reported a position in BIIB in Q2 2013 and held it in 5 quarters. The position peaked at $291K in Q1 2015. 924 funds tracked by Wall St. Rank hold BIIB as of Q3 2015.

  • Smith & Howard Wealth Management reported no remaining Biogen position as of Q3 2015 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 690 Biogen shares in Q3 2015, an estimated $279K.
  • Smith & Howard Wealth Management first reported a position in Biogen in Q2 2013 and held it in 5 quarters.
  • Smith & Howard Wealth Management's Biogen position peaked at $291K in Q1 2015.
  • 924 funds tracked by Wall St. Rank held Biogen as of Q3 2015.

Based on Smith & Howard Wealth Management's 13F filing for Q3 2015, filed 16 Nov 2015.