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BKS Advisors’s Amgen AMGN Stock Holding History

BKS Advisors’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
2019
Q1 		$227K Hold
1,196
– – 0.09% 188
2018
Q4 		$233K Sell
1,196
-20
-2% -$3.9K 0.11% 179
2018
Q3 		$252K Hold
1,216
– – 0.09% 181
2018
Q2 		$224K Hold
1,216
– – 0.08% 199
2018
Q1 		$207K Sell
1,216
-98
-7% -$18K 0.08% 197
2017
Q4 		$229K Buy
1,314
+9
+0.7% +$1.59K 0.08% 184
2017
Q3 		$243K Sell
1,305
-14
-1% -$2.48K 0.09% 173
2017
Q2 		$227K Hold
1,319
– – 0.09% 178
2017
Q1 		$216K Buy
+1,319
New +$219K 0.09% 176
2016
Q4 		– Sell
-1,216
Closed -$203K – 187
2016
Q3 		$203K Buy
+1,216
New +$206K 0.09% 161

Other funds holding AMGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BKS Advisors's AMGN Position: Q1 2019 in Review

BKS Advisors held its Amgen (AMGN) position steady in Q1 2019 at 1,196 shares worth $227K. The position accounts for 0.09% of the portfolio, ranked #188.

BKS Advisors first reported a position in AMGN in Q3 2016 and has held it in 10 quarters since. The position peaked at $252K in Q3 2018. 1,886 funds tracked by Wall St. Rank hold AMGN as of Q1 2019.

  • BKS Advisors held 1,196 shares of Amgen worth $227K as of Q1 2019.
  • BKS Advisors left its Amgen share count unchanged in Q1 2019.
  • Amgen made up 0.09% of BKS Advisors's portfolio in Q1 2019, its #188 holding.
  • BKS Advisors first reported a position in Amgen in Q3 2016 and has held it in 10 quarters since.
  • BKS Advisors's Amgen position peaked at $252K in Q3 2018.
  • 1,886 funds tracked by Wall St. Rank held Amgen as of Q1 2019.

Based on BKS Advisors's 13F filing for Q1 2019, filed 16 Apr 2019.