LBA Wealth Management’s Amgen AMGN Stock Holding History

LBA Wealth Management’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	$129K	Sell	787 -50	-6%	-$8.31K	0.07%	127
2016 Q4	$122K	Hold	837	–	–	0.07%	129
2016 Q3	$140K	Buy	837 +59	+8%	+$9.98K	0.08%	128
2016 Q2	$118K	Buy	778 +11	+1%	+$1.71K	0.07%	137
2016 Q1	$115K	Hold	767	–	–	0.07%	137
2015 Q4	$125K	Buy	767 +642	+514%	+$101K	0.07%	146
2015 Q3	$17K	Sell	125 -500	-80%	-$78.8K	0.01%	235
2015 Q2	$96K	Hold	625	–	–	0.06%	134
2015 Q1	$100K	Hold	625	–	–	0.06%	135
2014 Q4	$100K	Sell	625 -254	-29%	-$39.6K	0.07%	137
2014 Q3	$123K	Buy	879 +254	+41%	+$33.2K	0.09%	123
2014 Q2	$74K	Hold	625	–	–	0.06%	151
2014 Q1	$77K	Sell	625 -81	-11%	-$9.82K	0.06%	144
2013 Q4	$81K	Buy	+706	New	+$80.3K	0.07%	140

Other funds holding AMGN

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LBA Wealth Management's AMGN Position: Q1 2017 in Review

LBA Wealth Management reduced its Amgen (AMGN) stake by 6% in Q1 2017, selling an estimated $8.31K and leaving 787 shares worth $129K. The position accounts for 0.07% of the portfolio, ranked #127.

LBA Wealth Management first reported a position in AMGN in Q4 2013 and has held it in 14 quarters since. The position peaked at $140K in Q3 2016. 1,600 funds tracked by Wall St. Rank hold AMGN as of Q1 2017.

LBA Wealth Management held 787 shares of Amgen worth $129K as of Q1 2017.
LBA Wealth Management sold 50 Amgen shares in Q1 2017, an estimated $8.31K.
Amgen made up 0.07% of LBA Wealth Management's portfolio in Q1 2017, its #127 holding.
LBA Wealth Management first reported a position in Amgen in Q4 2013 and has held it in 14 quarters since.
LBA Wealth Management's Amgen position peaked at $140K in Q3 2016.
1,600 funds tracked by Wall St. Rank held Amgen as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.