SteelBridge Private Wealth Advisors’s Amazon AMZN Stock Holding History

SteelBridge Private Wealth Advisors’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
2018 Q1	$412K	Sell	5,700 -460	-7%	-$32.9K	3.57%	9
2017 Q4	$360K	Sell	6,160 -160	-3%	-$8.8K	3.04%	11
2017 Q3	$304K	Sell	6,320 -2,360	-27%	-$116K	2.92%	16
2017 Q2	$420K	Hold	8,680	–	–	0.59%	36
2017 Q1	$385K	Hold	8,680	–	–	0.58%	38
2016 Q4	$357K	Hold	8,680	–	–	0.56%	39
2016 Q3	$363K	Hold	8,680	–	–	1.05%	20
2016 Q2	$330K	Hold	8,680	–	–	1%	22
2016 Q1	$258K	Buy	+8,680	New	+$246K	0.52%	38

Other funds holding AMZN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SteelBridge Private Wealth Advisors's AMZN Position: Q1 2018 in Review

SteelBridge Private Wealth Advisors reduced its Amazon (AMZN) stake by 7.5% in Q1 2018, selling an estimated $32.9K and leaving 5,700 shares worth $412K. The position accounts for 3.57% of the portfolio, ranked #9.

SteelBridge Private Wealth Advisors first reported a position in AMZN in Q1 2016 and has held it in 9 quarters since. The position peaked at $420K in Q2 2017. 2,297 funds tracked by Wall St. Rank hold AMZN as of Q1 2018.

SteelBridge Private Wealth Advisors held 5,700 shares of Amazon worth $412K as of Q1 2018.
SteelBridge Private Wealth Advisors sold 460 Amazon shares in Q1 2018, an estimated $32.9K.
Amazon made up 3.57% of SteelBridge Private Wealth Advisors's portfolio in Q1 2018, its #9 holding.
SteelBridge Private Wealth Advisors first reported a position in Amazon in Q1 2016 and has held it in 9 quarters since.
SteelBridge Private Wealth Advisors's Amazon position peaked at $420K in Q2 2017.
2,297 funds tracked by Wall St. Rank held Amazon as of Q1 2018.

Based on SteelBridge Private Wealth Advisors's 13F filing for Q1 2018, filed 11 May 2018.