Neumann Capital Management’s Amgen AMGN Stock Holding History

Neumann Capital Management’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	-1,498	Closed	-$279K	–	76
2017 Q3	$279K	Buy	1,498 +98	+7%	+$17.4K	0.17%	69
2017 Q2	$241K	Hold	1,400	–	–	0.16%	70
2017 Q1	$230K	Hold	1,400	–	–	0.15%	70
2016 Q4	$205K	Hold	1,400	–	–	0.13%	72
2016 Q3	$234K	Hold	1,400	–	–	0.16%	71
2016 Q2	$213K	Hold	1,400	–	–	0.14%	74
2016 Q1	$210K	Hold	1,400	–	–	0.14%	77
2015 Q4	$227K	Buy	+1,400	New	+$220K	0.16%	74
2015 Q3	–	Sell	-1,400	Closed	-$215K	–	78
2015 Q2	$215K	Hold	1,400	–	–	0.14%	78
2015 Q1	$224K	Hold	1,400	–	–	0.14%	80
2014 Q4	$223K	Buy	+1,400	New	+$218K	0.15%	82

Other funds holding AMGN

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Neumann Capital Management's AMGN Position: Q4 2017 in Review

Neumann Capital Management sold out of Amgen (AMGN) in Q4 2017, closing a stake of 1,498 shares — an estimated $279K sold.

Neumann Capital Management first reported a position in AMGN in Q4 2014 and held it in 11 quarters. The position peaked at $279K in Q3 2017. 1,735 funds tracked by Wall St. Rank hold AMGN as of Q4 2017.

Neumann Capital Management reported no remaining Amgen position as of Q4 2017 after selling out during the quarter.
Neumann Capital Management sold 1,498 Amgen shares in Q4 2017, an estimated $279K.
Neumann Capital Management first reported a position in Amgen in Q4 2014 and held it in 11 quarters.
Neumann Capital Management's Amgen position peaked at $279K in Q3 2017.
1,735 funds tracked by Wall St. Rank held Amgen as of Q4 2017.

Based on Neumann Capital Management's 13F filing for Q4 2017, filed 5 Feb 2018.