Lucus Advisors’s Amazon AMZN Stock Holding History

Lucus Advisors’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
2018 Q1	$1.45M	Buy	20,000 +11,520	+136%	+$824K	2.51%	6
2017 Q4	$496K	Buy	+8,480	New	+$467K	0.72%	7

Other funds holding AMZN

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

Lucus Advisors's AMZN Position: Q1 2018 in Review

Lucus Advisors increased its Amazon (AMZN) stake by 136% in Q1 2018, buying an estimated $824K and bringing the position to 20,000 shares worth $1.45M. The position accounts for 2.51% of the portfolio, ranked #6.

Lucus Advisors first reported a position in AMZN in Q4 2017 and has held it in 2 quarters since. 2,297 funds tracked by Wall St. Rank hold AMZN as of Q1 2018.

Lucus Advisors held 20,000 shares of Amazon worth $1.45M as of Q1 2018.
Lucus Advisors bought 11,520 Amazon shares in Q1 2018, an estimated $824K.
Amazon made up 2.51% of Lucus Advisors's portfolio in Q1 2018, its #6 holding.
Lucus Advisors first reported a position in Amazon in Q4 2017 and has held it in 2 quarters since.
2,297 funds tracked by Wall St. Rank held Amazon as of Q1 2018.

Based on Lucus Advisors's 13F filing for Q1 2018, filed 15 May 2018.