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Stifel Trust’s Amgen AMGN Stock Holding History

Stifel Trust’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
Q3 		$182K Hold
1,295
– – 0.03% 185
2014
Q2 		$154K Buy
1,295
+275
+27% +$31.8K 0.03% 198
2014
Q1 		$126K Sell
1,020
-50
-5% -$6.06K 0.02% 203
2013
Q4 		$123K Sell
1,070
-75
-7% -$8.53K 0.02% 200
2013
Q3 		$129K Hold
1,145
– – 0.03% 198
2013
Q2 		$113K Buy
+1,145
New +$119K 0.02% 206

Other funds holding AMGN

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Stifel Trust's AMGN Position: Q3 2014 in Review

Stifel Trust held its Amgen (AMGN) position steady in Q3 2014 at 1,295 shares worth $182K. The position accounts for 0.03% of the portfolio, ranked #185.

Stifel Trust first reported a position in AMGN in Q2 2013 and has held it in 6 quarters since. 1,222 funds tracked by Wall St. Rank hold AMGN as of Q3 2014.

  • Stifel Trust held 1,295 shares of Amgen worth $182K as of Q3 2014.
  • Stifel Trust left its Amgen share count unchanged in Q3 2014.
  • Amgen made up 0.03% of Stifel Trust's portfolio in Q3 2014, its #185 holding.
  • Stifel Trust first reported a position in Amgen in Q2 2013 and has held it in 6 quarters since.
  • 1,222 funds tracked by Wall St. Rank held Amgen as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.