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Gary Goldberg Planning Services’s Amgen AMGN Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		$1.71M Buy
10,745
+1,235
+13% +$192K 0.72% 36
2014
Q3 		$1.34M Buy
9,510
+349
+4% +$45.6K 0.56% 43
2014
Q2 		$1.08M Sell
9,161
-485
-5% -$56.1K 0.48% 47
2014
Q1 		$1.19M Buy
9,646
+6,840
+244% +$830K 0.58% 44
2013
Q4 		$320K Sell
2,806
-477
-15% -$54.3K 0.19% 74
2013
Q3 		$367K Buy
3,283
+1,734
+112% +$188K 0.22% 65
2013
Q2 		$153K Buy
+1,549
New +$161K 0.1% 92

Other funds holding AMGN

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Gary Goldberg Planning Services's AMGN Position: Q4 2014 in Review

Gary Goldberg Planning Services increased its Amgen (AMGN) stake by 13% in Q4 2014, buying an estimated $192K and bringing the position to 10,745 shares worth $1.71M. The position accounts for 0.72% of the portfolio, ranked #36.

Gary Goldberg Planning Services first reported a position in AMGN in Q2 2013 and has held it in 7 quarters since. 1,340 funds tracked by Wall St. Rank hold AMGN as of Q4 2014.

  • Gary Goldberg Planning Services held 10,745 shares of Amgen worth $1.71M as of Q4 2014.
  • Gary Goldberg Planning Services bought 1,235 Amgen shares in Q4 2014, an estimated $192K.
  • Amgen made up 0.72% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #36 holding.
  • Gary Goldberg Planning Services first reported a position in Amgen in Q2 2013 and has held it in 7 quarters since.
  • 1,340 funds tracked by Wall St. Rank held Amgen as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.