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CT Financial Advisors’s Amazon AMZN Stock Holding History

CT Financial Advisors’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		$441K Buy
9,940
+120
+1% +$5K 0.27% 92
2016
Q4 		$368K Buy
9,820
+1,140
+13% +$44.7K 0.23% 100
2016
Q3 		$363K Buy
8,680
+840
+11% +$32.1K 0.22% 97
2016
Q2 		$281K Sell
7,840
-160
-2% -$5.41K 0.17% 113
2016
Q1 		$237K Buy
8,000
+1,000
+14% +$28.4K 0.13% 134
2015
Q4 		$237K Buy
7,000
+4,000
+133% +$126K 0.14% 133
2015
Q3 		$76.8K Hold
3,000
– – 0.05% 242
2015
Q2 		$65.1K Hold
3,000
– – 0.04% 276
2015
Q1 		$55.8K Hold
3,000
– – 0.03% 293
2014
Q4 		$46.6K Buy
+3,000
New +$46.7K 0.04% 243
2014
Q1 		$55.8K Buy
+3,000
New +$55.7K 0.03% 293

Other funds holding AMZN

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CT Financial Advisors's AMZN Position: Q1 2017 in Review

CT Financial Advisors increased its Amazon (AMZN) stake by 1.2% in Q1 2017, buying an estimated $5K and bringing the position to 9,940 shares worth $441K. The position accounts for 0.27% of the portfolio, ranked #92.

CT Financial Advisors first reported a position in AMZN in Q1 2014 and has held it in 11 quarters since. 1,857 funds tracked by Wall St. Rank hold AMZN as of Q1 2017.

  • CT Financial Advisors held 9,940 shares of Amazon worth $441K as of Q1 2017.
  • CT Financial Advisors bought 120 Amazon shares in Q1 2017, an estimated $5K.
  • Amazon made up 0.27% of CT Financial Advisors's portfolio in Q1 2017, its #92 holding.
  • CT Financial Advisors first reported a position in Amazon in Q1 2014 and has held it in 11 quarters since.
  • 1,857 funds tracked by Wall St. Rank held Amazon as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.