IT
AMZN icon

Independence Trust’s Amazon AMZN Stock Holding History

Independence Trust’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
Q4 		$494K Buy
8,440
+480
+6% +$26.4K 0.55% 32
2017
Q3 		$383K Sell
7,960
-260
-3% -$12.8K 0.44% 39
2017
Q2 		$398K Sell
8,220
-60
-0.7% -$2.86K 0.47% 37
2017
Q1 		$367K Sell
8,280
-380
-4% -$15.8K 0.47% 44
2016
Q4 		$325K Buy
+8,660
New +$339K 0.45% 47

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Independence Trust's AMZN Position: Q4 2017 in Review

Independence Trust increased its Amazon (AMZN) stake by 6% in Q4 2017, buying an estimated $26.4K and bringing the position to 8,440 shares worth $494K. The position accounts for 0.55% of the portfolio, ranked #32.

Independence Trust first reported a position in AMZN in Q4 2016 and has held it in 5 quarters since. 2,218 funds tracked by Wall St. Rank hold AMZN as of Q4 2017.

  • Independence Trust held 8,440 shares of Amazon worth $494K as of Q4 2017.
  • Independence Trust bought 480 Amazon shares in Q4 2017, an estimated $26.4K.
  • Amazon made up 0.55% of Independence Trust's portfolio in Q4 2017, its #32 holding.
  • Independence Trust first reported a position in Amazon in Q4 2016 and has held it in 5 quarters since.
  • 2,218 funds tracked by Wall St. Rank held Amazon as of Q4 2017.

Based on Independence Trust's 13F filing for Q4 2017, filed 8 Feb 2018.