Mosaic Family Wealth’s Amgen AMGN Stock Holding History

Mosaic Family Wealth’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
2019 Q2	–	Sell	-541	Closed	-$103K	–	185
2019 Q1	$103K	Sell	541 -100	-16%	-$19.1K	0.04%	227
2018 Q4	$125K	Hold	641	–	–	0.05%	192
2018 Q3	$123K	Buy	641 +100	+18%	+$19.7K	0.05%	196
2018 Q2	$100K	Hold	541	–	–	0.04%	225
2018 Q1	$92K	Sell	541 -10	-2%	-$1.84K	0.03%	235
2017 Q4	$96K	Sell	551 -25	-4%	-$4.42K	0.03%	242
2017 Q3	$108K	Buy	576 +4	+0.7%	+$709	0.04%	256
2017 Q2	$99K	Hold	572	–	–	0.04%	255
2017 Q1	$94K	Buy	572 +4	+0.7%	+$665	0.04%	263
2016 Q4	$83K	Sell	568 -56	-9%	-$8.43K	0.04%	275
2016 Q3	$104K	Sell	624 -171	-22%	-$28.9K	0.05%	256
2016 Q2	$121K	Sell	795 -326	-29%	-$50.7K	0.06%	217
2016 Q1	$168K	Buy	1,121 +67	+6%	+$9.95K	0.08%	164
2015 Q4	$171K	Buy	+1,054	New	+$166K	0.08%	157

Other funds holding AMGN

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mosaic Family Wealth's AMGN Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Amgen (AMGN) in Q2 2019, closing a stake of 541 shares — an estimated $103K sold.

Mosaic Family Wealth first reported a position in AMGN in Q4 2015 and held it in 14 quarters. The position peaked at $171K in Q4 2015. 1,865 funds tracked by Wall St. Rank hold AMGN as of Q2 2019.

Mosaic Family Wealth reported no remaining Amgen position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 541 Amgen shares in Q2 2019, an estimated $103K.
Mosaic Family Wealth first reported a position in Amgen in Q4 2015 and held it in 14 quarters.
Mosaic Family Wealth's Amgen position peaked at $171K in Q4 2015.
1,865 funds tracked by Wall St. Rank held Amgen as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.