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Independent Portfolio Consultants’s Amazon AMZN Stock Holding History

Independent Portfolio Consultants’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
Q2 		$4.4M Sell
91,000
-10,440
-10% -$498K 1.83% 2
2017
Q1 		$4.5M Buy
101,440
+660
+0.7% +$27.5K 1.55% 2
2016
Q4 		$3.78M Buy
100,780
+3,940
+4% +$154K 1.24% 3
2016
Q3 		$4.05M Sell
96,840
-6,000
-6% -$230K 1.27% 2
2016
Q2 		$3.68M Buy
102,840
+8,000
+8% +$271K 1.16% 6
2016
Q1 		$2.81M Buy
94,840
+3,600
+4% +$102K 0.79% 12
2015
Q4 		$3.08M Sell
91,240
-104,000
-53% -$3.28M 0.92% 8
2015
Q3 		$5M Sell
195,240
-89,500
-31% -$2.26M 1.09% 7
2015
Q2 		$6.18M Buy
284,740
+19,660
+7% +$411K 1.24% 4
2015
Q1 		$4.93M Buy
265,080
+27,940
+12% +$491K 1.01% 6
2014
Q4 		$3.68M Buy
237,140
+135,480
+133% +$2.11M 0.74% 16
2014
Q3 		$1.64M Buy
101,660
+37,980
+60% +$632K 0.44% 44
2014
Q2 		$1.03M Buy
63,680
+7,080
+13% +$112K 0.29% 83
2014
Q1 		$951K Sell
56,600
-10,300
-15% -$191K 0.3% 88
2013
Q4 		$1.33M Buy
66,900
+25,400
+61% +$457K 0.47% 38
2013
Q3 		$649K Hold
41,500
– – 0.26% 127
2013
Q2 		$576K Buy
+41,500
New +$553K 0.26% 135

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

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

Independent Portfolio Consultants reduced its Amazon (AMZN) stake by 10% in Q2 2017, selling an estimated $498K and leaving 91,000 shares worth $4.4M. The position accounts for 1.83% of the portfolio, ranked #2.

Independent Portfolio Consultants first reported a position in AMZN in Q2 2013 and has held it in 17 quarters since. The position peaked at $6.18M in Q2 2015. 1,927 funds tracked by Wall St. Rank hold AMZN as of Q2 2017.

  • Independent Portfolio Consultants held 91,000 shares of Amazon worth $4.4M as of Q2 2017.
  • Independent Portfolio Consultants sold 10,440 Amazon shares in Q2 2017, an estimated $498K.
  • Amazon made up 1.83% of Independent Portfolio Consultants's portfolio in Q2 2017, its #2 holding.
  • Independent Portfolio Consultants first reported a position in Amazon in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's Amazon position peaked at $6.18M in Q2 2015.
  • 1,927 funds tracked by Wall St. Rank held Amazon as of Q2 2017.

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