RFCA
AMGN icon

R&F Capital Advisors’s Amgen AMGN Stock Holding History

R&F Capital 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
Q1 		$662K Sell
4,033
-1,369
-25% -$227K 0.17% 173
2016
Q4 		$790K Buy
+5,402
New +$813K 0.28% 99

Other funds holding AMGN

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

R&F Capital Advisors's AMGN Position: Q1 2017 in Review

R&F Capital Advisors reduced its Amgen (AMGN) stake by 25% in Q1 2017, selling an estimated $227K and leaving 4,033 shares worth $662K. The position accounts for 0.17% of the portfolio, ranked #173.

R&F Capital Advisors first reported a position in AMGN in Q4 2016 and has held it in 2 quarters since. The position peaked at $790K in Q4 2016. 1,601 funds tracked by Wall St. Rank hold AMGN as of Q1 2017.

  • R&F Capital Advisors held 4,033 shares of Amgen worth $662K as of Q1 2017.
  • R&F Capital Advisors sold 1,369 Amgen shares in Q1 2017, an estimated $227K.
  • Amgen made up 0.17% of R&F Capital Advisors's portfolio in Q1 2017, its #173 holding.
  • R&F Capital Advisors first reported a position in Amgen in Q4 2016 and has held it in 2 quarters since.
  • R&F Capital Advisors's Amgen position peaked at $790K in Q4 2016.
  • 1,601 funds tracked by Wall St. Rank held Amgen as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.