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Integrated Wealth Counsel’s Amazon AMZN Stock Holding History

Integrated Wealth Counsel’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
2016
Q4 		$4K Hold
100
– – 0.01% 193
2016
Q3 		$4K Buy
+100
New +$3.83K 0.01% 185

Other funds holding AMZN

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

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

Integrated Wealth Counsel held its Amazon (AMZN) position steady in Q4 2016 at 100 shares worth $4K. The position accounts for 0.01% of the portfolio, ranked #193.

Integrated Wealth Counsel first reported a position in AMZN in Q3 2016 and has held it in 2 quarters since. 1,732 funds tracked by Wall St. Rank hold AMZN as of Q4 2016.

  • Integrated Wealth Counsel held 100 shares of Amazon worth $4K as of Q4 2016.
  • Integrated Wealth Counsel left its Amazon share count unchanged in Q4 2016.
  • Amazon made up 0.01% of Integrated Wealth Counsel's portfolio in Q4 2016, its #193 holding.
  • Integrated Wealth Counsel first reported a position in Amazon in Q3 2016 and has held it in 2 quarters since.
  • 1,732 funds tracked by Wall St. Rank held Amazon as of Q4 2016.

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