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Concert Wealth Management’s Amgen AMGN Stock Holding History

Concert 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
2017
Q2 		– Sell
-12,413
Closed -$1.82M – 166
2017
Q1 		$1.82M Sell
12,413
-3,408
-22% -$566K 0.41% 58
2016
Q4 		$2.31M Sell
15,821
-4,917
-24% -$740K 0.51% 36
2016
Q3 		$3.47M Sell
20,738
-547
-3% -$92.5K 0.42% 45
2016
Q2 		$3.23M Buy
21,285
+1,048
+5% +$163K 0.44% 41
2016
Q1 		$3.02M Sell
20,237
-363
-2% -$53.9K 0.4% 50
2015
Q4 		$3.34M Buy
20,600
+982
+5% +$154K 0.45% 45
2015
Q3 		$2.73M Sell
19,618
-403
-2% -$63.5K 0.37% 52
2015
Q2 		$3.07M Sell
20,021
-175
-0.9% -$28K 0.4% 45
2015
Q1 		$2.18M Buy
20,196
+546
+3% +$86K 0.62% 34
2014
Q4 		$3.14M Buy
19,650
+8,165
+71% +$1.27M 0.48% 38
2014
Q3 		$1.61M Sell
11,485
-488
-4% -$63.7K 0.22% 69
2014
Q2 		$1.37M Buy
11,973
+132
+1% +$15.3K 0.17% 84
2014
Q1 		$1.42M Sell
11,841
-527
-4% -$63.9K 0.18% 82
2013
Q4 		$1.4M Sell
12,368
-110
-0.9% -$12.5K 0.18% 87
2013
Q3 		$1.39M Sell
12,478
-834
-6% -$90.4K 0.2% 76
2013
Q2 		$1.32M Buy
+13,312
New +$1.38M 0.2% 68

Other funds holding AMGN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Concert Wealth Management's AMGN Position: Q2 2017 in Review

Concert Wealth Management sold out of Amgen (AMGN) in Q2 2017, closing a stake of 12,413 shares — an estimated $1.82M sold.

Concert Wealth Management first reported a position in AMGN in Q2 2013 and held it in 16 quarters. The position peaked at $3.47M in Q3 2016. 1,595 funds tracked by Wall St. Rank hold AMGN as of Q2 2017.

  • Concert Wealth Management reported no remaining Amgen position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 12,413 Amgen shares in Q2 2017, an estimated $1.82M.
  • Concert Wealth Management first reported a position in Amgen in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's Amgen position peaked at $3.47M in Q3 2016.
  • 1,595 funds tracked by Wall St. Rank held Amgen as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.