Integrated Wealth Management (Palm Desert)’s Amazon AMZN Stock Holding History

Integrated Wealth Management (Palm Desert)’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 Q1	$1.1M	Buy	24,880 +1,760	+8%	+$73.3K	0.37%	77
2016 Q4	$867K	Buy	23,120 +7,080	+44%	+$277K	0.32%	85
2016 Q3	$672K	Buy	16,040 +1,040	+7%	+$39.8K	0.24%	95
2016 Q2	$537K	Buy	15,000 +4,760	+46%	+$161K	0.21%	104
2016 Q1	$304K	Buy	10,240 +480	+5%	+$13.6K	0.13%	139
2015 Q4	$330K	Sell	9,760 -6,200	-39%	-$195K	0.14%	128
2015 Q3	$408K	Buy	15,960 +4,180	+35%	+$106K	0.18%	109
2015 Q2	$256K	Sell	11,780 -520	-4%	-$10.9K	0.1%	153
2015 Q1	$228K	Buy	+12,300	New	+$216K	0.1%	163

Other funds holding AMZN

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

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

Integrated Wealth Management (Palm Desert) increased its Amazon (AMZN) stake by 7.6% in Q1 2017, buying an estimated $73.3K and bringing the position to 24,880 shares worth $1.1M. The position accounts for 0.37% of the portfolio, ranked #77.

Integrated Wealth Management (Palm Desert) first reported a position in AMZN in Q1 2015 and has held it in 9 quarters since. 1,857 funds tracked by Wall St. Rank hold AMZN as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 24,880 shares of Amazon worth $1.1M as of Q1 2017.
Integrated Wealth Management (Palm Desert) bought 1,760 Amazon shares in Q1 2017, an estimated $73.3K.
Amazon made up 0.37% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #77 holding.
Integrated Wealth Management (Palm Desert) first reported a position in Amazon in Q1 2015 and has held it in 9 quarters since.
1,857 funds tracked by Wall St. Rank held Amazon as of Q1 2017.

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