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IPL Advisers’s Amazon AMZN Stock Holding History

IPL Advisers’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
Q4 		$18.1M Sell
309,000
-108,000
-26% -$5.94M 11.44% 3
2017
Q3 		$20M Sell
417,000
-120,000
-22% -$5.89M 8.21% 4
2017
Q2 		$26M Hold
537,000
– – 10.26% 1
2017
Q1 		$23.8M Buy
537,000
+157,000
+41% +$6.54M 10.25% 1
2016
Q4 		$14.2M Buy
+380,000
New +$14.9M 3.95% 8

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

IPL Advisers's AMZN Position: Q4 2017 in Review

IPL Advisers reduced its Amazon (AMZN) stake by 26% in Q4 2017, selling an estimated $5.94M and leaving 309,000 shares worth $18.1M. The position accounts for 11.44% of the portfolio, ranked #3.

IPL Advisers first reported a position in AMZN in Q4 2016 and has held it in 5 quarters since. The position peaked at $26M in Q2 2017. 2,218 funds tracked by Wall St. Rank hold AMZN as of Q4 2017.

  • IPL Advisers held 309,000 shares of Amazon worth $18.1M as of Q4 2017.
  • IPL Advisers sold 108,000 Amazon shares in Q4 2017, an estimated $5.94M.
  • Amazon made up 11.44% of IPL Advisers's portfolio in Q4 2017, its #3 holding.
  • IPL Advisers first reported a position in Amazon in Q4 2016 and has held it in 5 quarters since.
  • IPL Advisers's Amazon position peaked at $26M in Q2 2017.
  • 2,218 funds tracked by Wall St. Rank held Amazon as of Q4 2017.

Based on IPL Advisers's 13F filing for Q4 2017, filed 14 Feb 2018.