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Aris Wealth Services’s Amgen AMGN Stock Holding History

Aris Wealth Services’s Portfolio AMGN Stock Details AMGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$3K Sell
24
-371
-94% -$58.5K 0.01% 299
2015
Q2 		$61K Sell
395
-228
-37% -$36.5K 0.06% 180
2015
Q1 		$100K Buy
+623
New +$98.1K 0.09% 139

Other funds holding AMGN

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Aris Wealth Services's AMGN Position: Q3 2015 in Review

Aris Wealth Services reduced its Amgen (AMGN) stake by 94% in Q3 2015, selling an estimated $58.5K and leaving 24 shares worth $3K. The position accounts for 0.01% of the portfolio, ranked #299.

Aris Wealth Services first reported a position in AMGN in Q1 2015 and has held it in 3 quarters since. The position peaked at $100K in Q1 2015. 1,380 funds tracked by Wall St. Rank hold AMGN as of Q3 2015.

  • Aris Wealth Services held 24 shares of Amgen worth $3K as of Q3 2015.
  • Aris Wealth Services sold 371 Amgen shares in Q3 2015, an estimated $58.5K.
  • Amgen made up 0.01% of Aris Wealth Services's portfolio in Q3 2015, its #299 holding.
  • Aris Wealth Services first reported a position in Amgen in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Amgen position peaked at $100K in Q1 2015.
  • 1,380 funds tracked by Wall St. Rank held Amgen as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.