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Banyan Partners’s Amazon AMZN Stock Holding History

Banyan Partners’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
2014
Q3 		$2.76M Sell
170,960
-180
-0.1% -$2.99K 0.23% 111
2014
Q2 		$2.78M Sell
171,140
-23,860
-12% -$377K 0.23% 114
2014
Q1 		$3.28M Sell
195,000
-30,300
-13% -$562K 0.28% 100
2013
Q4 		$4.49M Sell
225,300
-780
-0.3% -$14K 0.32% 71
2013
Q3 		$3.53M Buy
+226,080
New +$3.37M 0.31% 79

Other funds holding AMZN

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Banyan Partners's AMZN Position: Q3 2014 in Review

Banyan Partners reduced its Amazon (AMZN) stake by 0.11% in Q3 2014, selling an estimated $2.99K and leaving 170,960 shares worth $2.76M. The position accounts for 0.23% of the portfolio, ranked #111.

Banyan Partners first reported a position in AMZN in Q3 2013 and has held it in 5 quarters since. The position peaked at $4.49M in Q4 2013. 980 funds tracked by Wall St. Rank hold AMZN as of Q3 2014.

  • Banyan Partners held 170,960 shares of Amazon worth $2.76M as of Q3 2014.
  • Banyan Partners sold 180 Amazon shares in Q3 2014, an estimated $2.99K.
  • Amazon made up 0.23% of Banyan Partners's portfolio in Q3 2014, its #111 holding.
  • Banyan Partners first reported a position in Amazon in Q3 2013 and has held it in 5 quarters since.
  • Banyan Partners's Amazon position peaked at $4.49M in Q4 2013.
  • 980 funds tracked by Wall St. Rank held Amazon as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.