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Sensible Financial Planning & Management’s Amazon AMZN Stock Holding History

Sensible Financial Planning & Management’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
2016
Q4 		– Sell
-500
Closed -$21K – 28
2016
Q3 		$21K Hold
500
– – 0.01% 47
2016
Q2 		$18K Hold
500
– – 0.01% 51
2016
Q1 		$15K Hold
500
– – 0.01% 47
2015
Q4 		$17K Buy
+500
New +$15.8K 0.01% 53

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sensible Financial Planning & Management's AMZN Position: Q4 2016 in Review

Sensible Financial Planning & Management sold out of Amazon (AMZN) in Q4 2016, closing a stake of 500 shares — an estimated $21K sold.

Sensible Financial Planning & Management first reported a position in AMZN in Q4 2015 and held it in 4 quarters. The position peaked at $21K in Q3 2016. 1,732 funds tracked by Wall St. Rank hold AMZN as of Q4 2016.

  • Sensible Financial Planning & Management reported no remaining Amazon position as of Q4 2016 after selling out during the quarter.
  • Sensible Financial Planning & Management sold 500 Amazon shares in Q4 2016, an estimated $21K.
  • Sensible Financial Planning & Management first reported a position in Amazon in Q4 2015 and held it in 4 quarters.
  • Sensible Financial Planning & Management's Amazon position peaked at $21K in Q3 2016.
  • 1,732 funds tracked by Wall St. Rank held Amazon as of Q4 2016.

Based on Sensible Financial Planning & Management's 13F filing for Q4 2016, filed 6 Feb 2017.