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RPg Family Wealth Advisory’s Amgen AMGN Stock Holding History

RPg Family Wealth Advisory’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
Q2 		– Sell
-243
Closed -$39.9K – 294
2017
Q1 		$39.9K Sell
243
-90
-27% -$15K 0.03% 149
2016
Q4 		$48.7K Sell
333
-651
-66% -$98K 0.04% 120
2016
Q3 		$164K Sell
984
-324
-25% -$54.8K 0.12% 67
2016
Q2 		$199K Sell
1,308
-162
-11% -$25.2K 0.09% 63
2016
Q1 		$220K Buy
1,470
+1,341
+1,040% +$199K 0.17% 58
2015
Q4 		$20.9K Buy
+129
New +$20.3K 0.02% 142

Other funds holding AMGN

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

RPg Family Wealth Advisory's AMGN Position: Q2 2017 in Review

RPg Family Wealth Advisory sold out of Amgen (AMGN) in Q2 2017, closing a stake of 243 shares — an estimated $39.9K sold.

RPg Family Wealth Advisory first reported a position in AMGN in Q4 2015 and held it in 6 quarters. The position peaked at $220K in Q1 2016. 1,595 funds tracked by Wall St. Rank hold AMGN as of Q2 2017.

  • RPg Family Wealth Advisory reported no remaining Amgen position as of Q2 2017 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 243 Amgen shares in Q2 2017, an estimated $39.9K.
  • RPg Family Wealth Advisory first reported a position in Amgen in Q4 2015 and held it in 6 quarters.
  • RPg Family Wealth Advisory's Amgen position peaked at $220K in Q1 2016.
  • 1,595 funds tracked by Wall St. Rank held Amgen as of Q2 2017.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2017, filed 14 Aug 2017.