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KMS Financial Services’s Amgen AMGN Stock Holding History

KMS Financial Services’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
2014
Q3 		$1.73M Buy
12,701
+2,835
+29% +$370K 0.24% 102
2014
Q2 		$1.17M Sell
9,866
-100
-1% -$11.6K 0.17% 138
2014
Q1 		$1.23M Buy
9,966
+39
+0.4% +$4.73K 0.19% 125
2013
Q4 		$1.13M Sell
9,927
-539
-5% -$61.3K 0.19% 122
2013
Q3 		$1.17M Sell
10,466
-103
-1% -$11.2K 0.29% 81
2013
Q2 		$1.04M Buy
+10,569
New +$1.1M 0.29% 84

Other funds holding AMGN

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

KMS Financial Services's AMGN Position: Q3 2014 in Review

KMS Financial Services increased its Amgen (AMGN) stake by 29% in Q3 2014, buying an estimated $370K and bringing the position to 12,701 shares worth $1.73M. The position accounts for 0.24% of the portfolio, ranked #102.

KMS Financial Services first reported a position in AMGN in Q2 2013 and has held it in 6 quarters since. 1,222 funds tracked by Wall St. Rank hold AMGN as of Q3 2014.

  • KMS Financial Services held 12,701 shares of Amgen worth $1.73M as of Q3 2014.
  • KMS Financial Services bought 2,835 Amgen shares in Q3 2014, an estimated $370K.
  • Amgen made up 0.24% of KMS Financial Services's portfolio in Q3 2014, its #102 holding.
  • KMS Financial Services first reported a position in Amgen in Q2 2013 and has held it in 6 quarters since.
  • 1,222 funds tracked by Wall St. Rank held Amgen as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.