Integrated Wealth Management (Palm Desert)’s Amgen AMGN Stock Holding History

Integrated Wealth Management (Palm Desert)’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 Q1	$617K	Buy	+3,760	New	+$625K	0.21%	120
2016 Q4	–	Sell	-932	Closed	-$155K	–	267
2016 Q3	$155K	Buy	932 +2	+0.2%	+$338	0.06%	261
2016 Q2	$141K	Buy	930 +3	+0.3%	+$466	0.05%	264
2016 Q1	$139K	Sell	927 -138	-13%	-$20.5K	0.06%	242
2015 Q4	$173K	Buy	1,065 +5	+0.5%	+$786	0.07%	206
2015 Q3	$147K	Buy	1,060 +2	+0.2%	+$315	0.06%	222
2015 Q2	$162K	Buy	1,058 +215	+26%	+$34.4K	0.06%	218
2015 Q1	$134K	Buy	+843	New	+$133K	0.06%	242

Other funds holding AMGN

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s AMGN Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) opened a new position in Amgen (AMGN) in Q1 2017: 3,760 shares worth $617K. The stake represents 0.21% of the portfolio and ranks #120 among its holdings. This is a return to the name: Integrated Wealth Management (Palm Desert) previously reported a position in AMGN as recently as Q3 2016.

Integrated Wealth Management (Palm Desert) first reported a position in AMGN in Q1 2015 and has held it in 8 quarters since. 1,601 funds tracked by Wall St. Rank hold AMGN as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 3,760 shares of Amgen worth $617K as of Q1 2017.
Amgen was a new Integrated Wealth Management (Palm Desert) position in Q1 2017.
Amgen made up 0.21% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #120 holding.
Integrated Wealth Management (Palm Desert) first reported a position in Amgen in Q1 2015 and has held it in 8 quarters since.
1,601 funds tracked by Wall St. Rank held Amgen as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.