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Independent Portfolio Consultants’s Amgen AMGN Stock Holding History

Independent Portfolio Consultants’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 		$1.86M Sell
10,821
-442
-4% -$71.9K 0.77% 12
2017
Q1 		$1.85M Sell
11,263
-1,719
-13% -$286K 0.64% 18
2016
Q4 		$1.9M Sell
12,982
-863
-6% -$130K 0.62% 23
2016
Q3 		$2.31M Sell
13,845
-483
-3% -$81.7K 0.72% 17
2016
Q2 		$2.18M Buy
14,328
+2,335
+19% +$363K 0.69% 17
2016
Q1 		$1.8M Buy
11,993
+350
+3% +$52K 0.5% 48
2015
Q4 		$1.89M Sell
11,643
-5,040
-30% -$792K 0.56% 38
2015
Q3 		$2.31M Buy
16,683
+5,195
+45% +$819K 0.5% 49
2015
Q2 		$1.76M Buy
11,488
+910
+9% +$146K 0.35% 90
2015
Q1 		$1.69M Sell
10,578
-513
-5% -$80.8K 0.35% 102
2014
Q4 		$1.77M Buy
11,091
+6,754
+156% +$1.05M 0.36% 99
2014
Q3 		$609K Buy
4,337
+1,897
+78% +$248K 0.16% 182
2014
Q2 		$289K Buy
+2,440
New +$282K 0.08% 378

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

Independent Portfolio Consultants's AMGN Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Amgen (AMGN) stake by 3.9% in Q2 2017, selling an estimated $71.9K and leaving 10,821 shares worth $1.86M. The position accounts for 0.77% of the portfolio, ranked #12.

Independent Portfolio Consultants first reported a position in AMGN in Q2 2014 and has held it in 13 quarters since. The position peaked at $2.31M in Q3 2016. 1,596 funds tracked by Wall St. Rank hold AMGN as of Q2 2017.

  • Independent Portfolio Consultants held 10,821 shares of Amgen worth $1.86M as of Q2 2017.
  • Independent Portfolio Consultants sold 442 Amgen shares in Q2 2017, an estimated $71.9K.
  • Amgen made up 0.77% of Independent Portfolio Consultants's portfolio in Q2 2017, its #12 holding.
  • Independent Portfolio Consultants first reported a position in Amgen in Q2 2014 and has held it in 13 quarters since.
  • Independent Portfolio Consultants's Amgen position peaked at $2.31M in Q3 2016.
  • 1,596 funds tracked by Wall St. Rank held Amgen as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.