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Integrated Wealth Counsel’s Amgen AMGN Stock Holding History

Integrated Wealth Counsel’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
2016
Q4 		$19K Hold
127
– – 0.04% 114
2016
Q3 		$21K Buy
+127
New +$21.5K 0.04% 103
2014
Q2 		– Sell
-28
Closed -$3K – 92
2014
Q1 		$3K Hold
28
– – ﹤0.01% 144
2013
Q4 		$3K Hold
28
– – ﹤0.01% 168
2013
Q3 		$3.13K Buy
+28
New +$3.04K ﹤0.01% 177

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Integrated Wealth Counsel's AMGN Position: Q4 2016 in Review

Integrated Wealth Counsel held its Amgen (AMGN) position steady in Q4 2016 at 127 shares worth $19K. The position accounts for 0.04% of the portfolio, ranked #114.

Integrated Wealth Counsel first reported a position in AMGN in Q3 2013 and has held it in 5 quarters since. The position peaked at $21K in Q3 2016. 1,541 funds tracked by Wall St. Rank hold AMGN as of Q4 2016.

  • Integrated Wealth Counsel held 127 shares of Amgen worth $19K as of Q4 2016.
  • Integrated Wealth Counsel left its Amgen share count unchanged in Q4 2016.
  • Amgen made up 0.04% of Integrated Wealth Counsel's portfolio in Q4 2016, its #114 holding.
  • Integrated Wealth Counsel first reported a position in Amgen in Q3 2013 and has held it in 5 quarters since.
  • Integrated Wealth Counsel's Amgen position peaked at $21K in Q3 2016.
  • 1,541 funds tracked by Wall St. Rank held Amgen as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.