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Jacobus Wealth Management’s Amazon AMZN Stock Holding History

Jacobus Wealth Management’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
Q3 		$219K Buy
4,560
+200
+5% +$9.82K 0.06% 159
2017
Q2 		$211K Buy
4,360
+1,800
+70% +$85.9K 0.06% 157
2017
Q1 		$113K Buy
+2,560
New +$107K 0.03% 196
2016
Q1 		– Sell
-3,260
Closed -$110K – 268
2015
Q4 		$110K Buy
+3,260
New +$103K 0.03% 272
2014
Q4 		– Sell
-6,760
Closed -$109K – 298
2014
Q3 		$109K Sell
6,760
-200
-3% -$3.33K 0.03% 287
2014
Q2 		$113K Buy
+6,960
New +$110K 0.03% 291

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

Jacobus Wealth Management's AMZN Position: Q3 2017 in Review

Jacobus Wealth Management increased its Amazon (AMZN) stake by 4.6% in Q3 2017, buying an estimated $9.82K and bringing the position to 4,560 shares worth $219K. The position accounts for 0.06% of the portfolio, ranked #159.

Jacobus Wealth Management first reported a position in AMZN in Q2 2014 and has held it in 6 quarters since. 1,963 funds tracked by Wall St. Rank hold AMZN as of Q3 2017.

  • Jacobus Wealth Management held 4,560 shares of Amazon worth $219K as of Q3 2017.
  • Jacobus Wealth Management bought 200 Amazon shares in Q3 2017, an estimated $9.82K.
  • Amazon made up 0.06% of Jacobus Wealth Management's portfolio in Q3 2017, its #159 holding.
  • Jacobus Wealth Management first reported a position in Amazon in Q2 2014 and has held it in 6 quarters since.
  • 1,963 funds tracked by Wall St. Rank held Amazon as of Q3 2017.

Based on Jacobus Wealth Management's 13F filing for Q3 2017, filed 31 Oct 2017.