American Economic Planning Group’s Amazon AMZN Stock Holding History

American Economic Planning Group’s Portfolio AMZN Stock Details AMZN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$1.16M	Sell	13,280 -360	-3%	-$33.4K	0.31%	32
2019 Q2	$1.29M	Buy	13,640 +160	+1%	+$14.9K	0.39%	26
2019 Q1	$1.2M	Sell	13,480 -1,040	-7%	-$86.5K	0.37%	27
2018 Q4	$1.09M	Buy	14,520 +1,280	+10%	+$106K	0.35%	32
2018 Q3	$1.33M	Sell	13,240 -100	-0.7%	-$9.4K	0.47%	22
2018 Q2	$1.13M	Sell	13,340 -1,060	-7%	-$84.1K	0.42%	26
2018 Q1	$1.04M	Buy	14,400 +680	+5%	+$48.6K	0.38%	31
2017 Q4	$802K	Buy	13,720 +3,720	+37%	+$205K	0.3%	31
2017 Q3	$481K	Hold	10,000	–	–	0.18%	40
2017 Q2	$484K	Buy	10,000 +200	+2%	+$9.54K	0.19%	38
2017 Q1	$434K	Hold	9,800	–	–	0.17%	38
2016 Q4	$367K	Buy	9,800 +2,540	+35%	+$99.5K	0.16%	35
2016 Q3	$304K	Sell	7,260 -40	-0.5%	-$1.53K	0.12%	44
2016 Q2	$261K	Buy	7,300 +40	+0.6%	+$1.35K	0.11%	45
2016 Q1	$215K	Hold	7,260	–	–	0.09%	51
2015 Q4	$245K	Buy	+7,260	New	+$229K	0.09%	47

Other funds holding AMZN

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

American Economic Planning Group's AMZN Position: Q3 2019 in Review

American Economic Planning Group reduced its Amazon (AMZN) stake by 2.6% in Q3 2019, selling an estimated $33.4K and leaving 13,280 shares worth $1.16M. The position accounts for 0.31% of the portfolio, ranked #32.

American Economic Planning Group first reported a position in AMZN in Q4 2015 and has held it in 16 quarters since. The position peaked at $1.33M in Q3 2018. 2,708 funds tracked by Wall St. Rank hold AMZN as of Q3 2019.

American Economic Planning Group held 13,280 shares of Amazon worth $1.16M as of Q3 2019.
American Economic Planning Group sold 360 Amazon shares in Q3 2019, an estimated $33.4K.
Amazon made up 0.31% of American Economic Planning Group's portfolio in Q3 2019, its #32 holding.
American Economic Planning Group first reported a position in Amazon in Q4 2015 and has held it in 16 quarters since.
American Economic Planning Group's Amazon position peaked at $1.33M in Q3 2018.
2,708 funds tracked by Wall St. Rank held Amazon as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.