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Simply Money Advisors’s Amgen AMGN Stock Holding History

Simply Money 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
2014
Q1 		– Sell
-20
Closed -$2K – 42
2013
Q4 		$2K Buy
+20
New +$2.27K ﹤0.01% 62
2013
Q3 		– Sell
-37
Closed -$4K – 133
2013
Q2 		$4K Buy
+37
New +$3.84K ﹤0.01% 268

Other funds holding AMGN

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Simply Money Advisors's AMGN Position: Q1 2014 in Review

Simply Money Advisors sold out of Amgen (AMGN) in Q1 2014, closing a stake of 20 shares — an estimated $2K sold.

Simply Money Advisors first reported a position in AMGN in Q2 2013 and held it in 2 quarters. The position peaked at $4K in Q2 2013. 1,181 funds tracked by Wall St. Rank hold AMGN as of Q1 2014.

  • Simply Money Advisors reported no remaining Amgen position as of Q1 2014 after selling out during the quarter.
  • Simply Money Advisors sold 20 Amgen shares in Q1 2014, an estimated $2K.
  • Simply Money Advisors first reported a position in Amgen in Q2 2013 and held it in 2 quarters.
  • Simply Money Advisors's Amgen position peaked at $4K in Q2 2013.
  • 1,181 funds tracked by Wall St. Rank held Amgen as of Q1 2014.

Based on Simply Money Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.