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New York Life Trust’s Amazon AMZN Stock Holding History

New York Life Trust’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
2017
Q1 		$37K Sell
840
-9,940
-92% -$414K 1.8% 4
2016
Q4 		$404K Buy
10,780
+120
+1% +$4.7K 1.92% 6
2016
Q3 		$446K Sell
10,660
-300
-3% -$11.5K 2.2% 3
2016
Q2 		$392K Sell
10,960
-2,060
-16% -$69.7K 1.9% 5
2016
Q1 		$386K Buy
13,020
+260
+2% +$7.38K 1.67% 5
2015
Q4 		$431K Sell
12,760
-1,200
-9% -$37.8K 1.85% 5
2015
Q3 		$357K Buy
13,960
+4,420
+46% +$112K 1.59% 7
2015
Q2 		$207K Buy
9,540
+5,260
+123% +$110K 0.86% 31
2015
Q1 		$80K Buy
4,280
+1,060
+33% +$18.6K 0.32% 119
2014
Q4 		$50K Sell
3,220
-400
-11% -$6.23K 0.2% 147
2014
Q3 		$58K Buy
3,620
+240
+7% +$3.99K 0.24% 139
2014
Q2 		$55K Sell
3,380
-8,720
-72% -$138K 0.23% 146
2014
Q1 		$204K Buy
12,100
+6,620
+121% +$123K 0.9% 28
2013
Q4 		$109K Sell
5,480
-3,180
-37% -$57.2K 0.5% 75
2013
Q3 		$135K Buy
8,660
+1,700
+24% +$25.3K 0.68% 40
2013
Q2 		$97K Buy
+6,960
New +$92.7K 0.45% 91

Other funds holding AMZN

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

New York Life Trust's AMZN Position: Q1 2017 in Review

New York Life Trust reduced its Amazon (AMZN) stake by 92% in Q1 2017, selling an estimated $414K and leaving 840 shares worth $37K. The position accounts for 1.8% of the portfolio, ranked #4.

New York Life Trust first reported a position in AMZN in Q2 2013 and has held it in 16 quarters since. The position peaked at $446K in Q3 2016. 1,857 funds tracked by Wall St. Rank hold AMZN as of Q1 2017.

  • New York Life Trust held 840 shares of Amazon worth $37K as of Q1 2017.
  • New York Life Trust sold 9,940 Amazon shares in Q1 2017, an estimated $414K.
  • Amazon made up 1.8% of New York Life Trust's portfolio in Q1 2017, its #4 holding.
  • New York Life Trust first reported a position in Amazon in Q2 2013 and has held it in 16 quarters since.
  • New York Life Trust's Amazon position peaked at $446K in Q3 2016.
  • 1,857 funds tracked by Wall St. Rank held Amazon as of Q1 2017.

Based on New York Life Trust's 13F filing for Q1 2017, filed 12 May 2017.