Cobiz Wealth’s Amgen AMGN Stock Holding History

Cobiz Wealth’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
2013 Q3	–	Sell	-100	Closed	-$10K	–	133
2013 Q2	$10K	Buy	+100	New	+$10.4K	﹤0.01%	269

Other funds holding AMGN

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

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cobiz Wealth's AMGN Position: Q3 2013 in Review

Cobiz Wealth sold out of Amgen (AMGN) in Q3 2013, closing a stake of 100 shares — an estimated $10K sold.

Cobiz Wealth first reported a position in AMGN in Q2 2013 and held it in 1 quarter. The position peaked at $10K in Q2 2013. 1,061 funds tracked by Wall St. Rank hold AMGN as of Q3 2013.

Cobiz Wealth reported no remaining Amgen position as of Q3 2013 after selling out during the quarter.
Cobiz Wealth sold 100 Amgen shares in Q3 2013, an estimated $10K.
Cobiz Wealth first reported a position in Amgen in Q2 2013 and held it in 1 quarter.
Cobiz Wealth's Amgen position peaked at $10K in Q2 2013.
1,061 funds tracked by Wall St. Rank held Amgen as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.