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McAdams Wright Ragen’s Amazon AMZN Stock Holding History

McAdams Wright Ragen’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
2014
Q3 		$5.07M Buy
314,480
+50,620
+19% +$842K 0.28% 81
2014
Q2 		$4.29M Buy
263,860
+12,120
+5% +$192K 0.24% 89
2014
Q1 		$4.23M Buy
251,740
+5,460
+2% +$101K 0.26% 84
2013
Q4 		$4.91M Buy
246,280
+5,140
+2% +$92.4K 0.32% 83
2013
Q3 		$3.77M Sell
241,140
-5,400
-2% -$80.5K 0.3% 82
2013
Q2 		$3.42M Buy
+246,540
New +$3.28M 0.27% 96

Other funds holding AMZN

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

McAdams Wright Ragen's AMZN Position: Q3 2014 in Review

McAdams Wright Ragen increased its Amazon (AMZN) stake by 19% in Q3 2014, buying an estimated $842K and bringing the position to 314,480 shares worth $5.07M. The position accounts for 0.28% of the portfolio, ranked #81.

McAdams Wright Ragen first reported a position in AMZN in Q2 2013 and has held it in 6 quarters since. 980 funds tracked by Wall St. Rank hold AMZN as of Q3 2014.

  • McAdams Wright Ragen held 314,480 shares of Amazon worth $5.07M as of Q3 2014.
  • McAdams Wright Ragen bought 50,620 Amazon shares in Q3 2014, an estimated $842K.
  • Amazon made up 0.28% of McAdams Wright Ragen's portfolio in Q3 2014, its #81 holding.
  • McAdams Wright Ragen first reported a position in Amazon in Q2 2013 and has held it in 6 quarters since.
  • 980 funds tracked by Wall St. Rank held Amazon as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.