SHJ
AMGN icon

Sharkey, Howes & Javer’s Amgen AMGN Stock Holding History

Sharkey, Howes & Javer’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
2016
Q2 		– Sell
-140
Closed -$21K – 244
2016
Q1 		$21K Hold
140
– – 0.02% 137
2015
Q4 		$23K Hold
140
– – 0.02% 151
2015
Q3 		$21K Hold
140
– – 0.02% 148
2015
Q2 		$21K Buy
+140
New +$22.4K 0.02% 135

Other funds holding AMGN

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Sharkey, Howes & Javer's AMGN Position: Q2 2016 in Review

Sharkey, Howes & Javer sold out of Amgen (AMGN) in Q2 2016, closing a stake of 140 shares — an estimated $21K sold.

Sharkey, Howes & Javer first reported a position in AMGN in Q2 2015 and held it in 4 quarters. The position peaked at $23K in Q4 2015. 1,474 funds tracked by Wall St. Rank hold AMGN as of Q2 2016.

  • Sharkey, Howes & Javer reported no remaining Amgen position as of Q2 2016 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 140 Amgen shares in Q2 2016, an estimated $21K.
  • Sharkey, Howes & Javer first reported a position in Amgen in Q2 2015 and held it in 4 quarters.
  • Sharkey, Howes & Javer's Amgen position peaked at $23K in Q4 2015.
  • 1,474 funds tracked by Wall St. Rank held Amgen as of Q2 2016.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2016, filed 5 Aug 2016.