Lupo Securities’s Amgen AMGN Stock Holding History

Lupo Securities’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
2015 Q1	–	Sell	-5	Closed	-$1.59K	–	468
2014 Q4	$1.59K	Buy	+5	New	+$779	﹤0.01%	489

Other funds holding AMGN

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Lupo Securities's AMGN Position: Q1 2015 in Review

Lupo Securities sold out of Amgen (AMGN) in Q1 2015, closing a stake of 83 shares — an estimated $13.2K sold.

Lupo Securities first reported a position in AMGN in Q4 2014 and held it in 1 quarter. The position peaked at $13.2K in Q4 2014. 1,344 funds tracked by Wall St. Rank hold AMGN as of Q1 2015.

Lupo Securities reported no remaining Amgen position as of Q1 2015 after selling out during the quarter.
Lupo Securities sold 83 Amgen shares in Q1 2015, an estimated $13.2K.
Lupo Securities first reported a position in Amgen in Q4 2014 and held it in 1 quarter.
Lupo Securities's Amgen position peaked at $13.2K in Q4 2014.
1,344 funds tracked by Wall St. Rank held Amgen as of Q1 2015.

Based on Lupo Securities's 13F filing for Q1 2015, filed 15 May 2015.