Braver Wealth Management’s Amgen AMGN Stock Holding History

Braver Wealth Management’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
2016 Q4	$3.5M	Buy	23,908 +84	+0.4%	+$12.6K	0.57%	53
2016 Q3	$3.97M	Sell	23,824 -7,284	-23%	-$1.23M	0.67%	46
2016 Q2	$4.73M	Sell	31,108 -1,094	-3%	-$170K	0.81%	30
2016 Q1	$4.83M	Buy	32,202 +2,550	+9%	+$379K	0.79%	36
2015 Q4	$4.81M	Buy	29,652 +2,743	+10%	+$431K	0.99%	25
2015 Q3	$3.72M	Buy	26,909 +9,890	+58%	+$1.56M	0.92%	29
2015 Q2	$2.61M	Buy	17,019 +5,219	+44%	+$836K	0.64%	33
2015 Q1	$1.89M	Sell	11,800 -103	-0.9%	-$16.2K	0.39%	53
2014 Q4	$1.9M	Sell	11,903 -3,417	-22%	-$532K	0.39%	45
2014 Q3	$2.15M	Sell	15,320 -219	-1%	-$28.6K	0.65%	25
2014 Q2	$1.84M	Buy	15,539 +3,342	+27%	+$387K	0.47%	35
2014 Q1	$1.5M	Buy	+12,197	New	+$1.48M	0.43%	38

Other funds holding AMGN

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Braver Wealth Management's AMGN Position: Q4 2016 in Review

Braver Wealth Management increased its Amgen (AMGN) stake by 0.35% in Q4 2016, buying an estimated $12.6K and bringing the position to 23,908 shares worth $3.5M. The position accounts for 0.57% of the portfolio, ranked #53.

Braver Wealth Management first reported a position in AMGN in Q1 2014 and has held it in 12 quarters since. The position peaked at $4.83M in Q1 2016. 1,541 funds tracked by Wall St. Rank hold AMGN as of Q4 2016.

Braver Wealth Management held 23,908 shares of Amgen worth $3.5M as of Q4 2016.
Braver Wealth Management bought 84 Amgen shares in Q4 2016, an estimated $12.6K.
Amgen made up 0.57% of Braver Wealth Management's portfolio in Q4 2016, its #53 holding.
Braver Wealth Management first reported a position in Amgen in Q1 2014 and has held it in 12 quarters since.
Braver Wealth Management's Amgen position peaked at $4.83M in Q1 2016.
1,541 funds tracked by Wall St. Rank held Amgen as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.