Palo Capital’s Amgen AMGN Stock Holding History

Palo Capital’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 Q1	–	Sell	-2,306	Closed	-$337K	–	127
2016 Q4	$337K	Sell	2,306 -756	-25%	-$114K	0.21%	106
2016 Q3	$511K	Sell	3,062 -3,936	-56%	-$666K	0.35%	89
2016 Q2	$1.06M	Buy	+6,998	New	+$1.09M	0.36%	79

Other funds holding AMGN

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Palo Capital's AMGN Position: Q1 2017 in Review

Palo Capital sold out of Amgen (AMGN) in Q1 2017, closing a stake of 2,306 shares — an estimated $337K sold.

Palo Capital first reported a position in AMGN in Q2 2016 and held it in 3 quarters. The position peaked at $1.06M in Q2 2016. 1,600 funds tracked by Wall St. Rank hold AMGN as of Q1 2017.

Palo Capital reported no remaining Amgen position as of Q1 2017 after selling out during the quarter.
Palo Capital sold 2,306 Amgen shares in Q1 2017, an estimated $337K.
Palo Capital first reported a position in Amgen in Q2 2016 and held it in 3 quarters.
Palo Capital's Amgen position peaked at $1.06M in Q2 2016.
1,600 funds tracked by Wall St. Rank held Amgen as of Q1 2017.

Based on Palo Capital's 13F filing for Q1 2017, filed 26 Apr 2017.