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Haberer Registered Investment Advisor’s Amazon AMZN Stock Holding History

Haberer Registered Investment Advisor’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
2015
Q1 		$37K Sell
2,000
-9,960
-83% -$175K 0.02% 152
2014
Q4 		$186K Sell
11,960
-680
-5% -$10.6K 0.11% 89
2014
Q3 		$204K Sell
12,640
-120
-0.9% -$2K 0.1% 93
2014
Q2 		$207K Hold
12,760
– – 0.09% 90
2014
Q1 		$215K Hold
12,760
– – 0.1% 85
2013
Q4 		$254K Sell
12,760
-500
-4% -$8.99K 0.11% 85
2013
Q3 		$207K Sell
13,260
-3,760
-22% -$56K 0.07% 94
2013
Q2 		$236K Buy
+17,020
New +$227K 0.06% 100

Other funds holding AMZN

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Haberer Registered Investment Advisor's AMZN Position: Q1 2015 in Review

Haberer Registered Investment Advisor reduced its Amazon (AMZN) stake by 83% in Q1 2015, selling an estimated $175K and leaving 2,000 shares worth $37K. The position accounts for 0.02% of the portfolio, ranked #152.

Haberer Registered Investment Advisor first reported a position in AMZN in Q2 2013 and has held it in 8 quarters since. The position peaked at $254K in Q4 2013. 1,101 funds tracked by Wall St. Rank hold AMZN as of Q1 2015.

  • Haberer Registered Investment Advisor held 2,000 shares of Amazon worth $37K as of Q1 2015.
  • Haberer Registered Investment Advisor sold 9,960 Amazon shares in Q1 2015, an estimated $175K.
  • Amazon made up 0.02% of Haberer Registered Investment Advisor's portfolio in Q1 2015, its #152 holding.
  • Haberer Registered Investment Advisor first reported a position in Amazon in Q2 2013 and has held it in 8 quarters since.
  • Haberer Registered Investment Advisor's Amazon position peaked at $254K in Q4 2013.
  • 1,101 funds tracked by Wall St. Rank held Amazon as of Q1 2015.

Based on Haberer Registered Investment Advisor's 13F filing for Q1 2015, filed 8 Apr 2015.