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Mariner Wealth Advisors (Cincinnati)’s Amgen AMGN Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
2018
Q3 		$671K Sell
3,236
-12,227
-79% -$2.41M 0.04% 162
2018
Q2 		$2.85M Buy
15,463
+12,238
+379% +$2.16M 0.17% 88
2018
Q1 		$550K Sell
3,225
-106
-3% -$19.5K 0.03% 174
2017
Q4 		$579K Sell
3,331
-12,496
-79% -$2.21M 0.04% 161
2017
Q3 		$2.95M Buy
15,827
+14,188
+866% +$2.51M 0.19% 82
2017
Q2 		$282K Buy
1,639
+110
+7% +$17.9K 0.02% 218
2017
Q1 		$251K Sell
1,529
-12,056
-89% -$2M 0.02% 226
2016
Q4 		$1.99M Buy
13,585
+11,935
+723% +$1.8M 0.15% 92
2016
Q3 		$275K Sell
1,650
-829
-33% -$140K 0.02% 216
2016
Q2 		$377K Buy
2,479
+536
+28% +$83.3K 0.03% 184
2016
Q1 		$291K Buy
1,943
+141
+8% +$20.9K 0.03% 193
2015
Q4 		$293K Buy
+1,802
New +$283K 0.03% 194
2015
Q1 		$328K Sell
2,050
-205
-9% -$32.3K 0.05% 138
2014
Q4 		$359K Buy
+2,255
New +$351K 0.05% 131
2014
Q1 		– Sell
-2,350
Closed -$268K – 138
2013
Q4 		$268K Buy
+2,350
New +$267K 0.04% 126

Other funds holding AMGN

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s AMGN Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) reduced its Amgen (AMGN) stake by 79% in Q3 2018, selling an estimated $2.41M and leaving 3,236 shares worth $671K. The position accounts for 0.04% of the portfolio, ranked #162.

Mariner Wealth Advisors (Cincinnati) first reported a position in AMGN in Q4 2013 and has held it in 15 quarters since. The position peaked at $2.95M in Q3 2017. 1,796 funds tracked by Wall St. Rank hold AMGN as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 3,236 shares of Amgen worth $671K as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) sold 12,227 Amgen shares in Q3 2018, an estimated $2.41M.
  • Amgen made up 0.04% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #162 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Amgen in Q4 2013 and has held it in 15 quarters since.
  • Mariner Wealth Advisors (Cincinnati)'s Amgen position peaked at $2.95M in Q3 2017.
  • 1,796 funds tracked by Wall St. Rank held Amgen as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.