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Beach Investment Counsel’s Amgen AMGN Stock Holding History

Beach Investment Counsel’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
Q1 		– Sell
-1,350
Closed -$215K – 174
2014
Q4 		$215K Buy
+1,350
New +$210K 0.02% 171

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Beach Investment Counsel's AMGN Position: Q1 2015 in Review

Beach Investment Counsel sold out of Amgen (AMGN) in Q1 2015, closing a stake of 1,350 shares — an estimated $215K sold.

Beach Investment Counsel first reported a position in AMGN in Q4 2014 and held it in 1 quarter. The position peaked at $215K in Q4 2014. 1,344 funds tracked by Wall St. Rank hold AMGN as of Q1 2015.

  • Beach Investment Counsel reported no remaining Amgen position as of Q1 2015 after selling out during the quarter.
  • Beach Investment Counsel sold 1,350 Amgen shares in Q1 2015, an estimated $215K.
  • Beach Investment Counsel first reported a position in Amgen in Q4 2014 and held it in 1 quarter.
  • Beach Investment Counsel's Amgen position peaked at $215K in Q4 2014.
  • 1,344 funds tracked by Wall St. Rank held Amgen as of Q1 2015.

Based on Beach Investment Counsel's 13F filing for Q1 2015, filed 11 May 2015.