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Mountain Capital Investment Advisors’s Amgen AMGN Stock Holding History

Mountain Capital Investment Advisors’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
2017
Q4 		– Sell
-500
Closed -$93K – 53
2017
Q3 		$93K Sell
500
-15
-3% -$2.66K 0.08% 72
2017
Q2 		$89K Buy
+515
New +$83.8K 0.09% 90

Other funds holding AMGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mountain Capital Investment Advisors's AMGN Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Amgen (AMGN) in Q4 2017, closing a stake of 500 shares — an estimated $93K sold.

Mountain Capital Investment Advisors first reported a position in AMGN in Q2 2017 and held it in 2 quarters. The position peaked at $93K in Q3 2017. 1,734 funds tracked by Wall St. Rank hold AMGN as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Amgen position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 500 Amgen shares in Q4 2017, an estimated $93K.
  • Mountain Capital Investment Advisors first reported a position in Amgen in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Amgen position peaked at $93K in Q3 2017.
  • 1,734 funds tracked by Wall St. Rank held Amgen as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.