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Stifel Trust’s Amazon AMZN Stock Holding History

Stifel Trust’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
2014
Q3 		$46K Hold
2,820
– – 0.01% 275
2014
Q2 		$46K Hold
2,820
– – 0.01% 282
2014
Q1 		$48K Sell
2,820
-500
-15% -$9.28K 0.01% 272
2013
Q4 		$67K Hold
3,320
– – 0.01% 241
2013
Q3 		$52K Hold
3,320
– – 0.01% 258
2013
Q2 		$47K Buy
+3,320
New +$44.2K 0.01% 256

Other funds holding AMZN

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stifel Trust's AMZN Position: Q3 2014 in Review

Stifel Trust held its Amazon (AMZN) position steady in Q3 2014 at 2,820 shares worth $46K. The position accounts for 0.01% of the portfolio, ranked #275.

Stifel Trust first reported a position in AMZN in Q2 2013 and has held it in 6 quarters since. The position peaked at $67K in Q4 2013. 980 funds tracked by Wall St. Rank hold AMZN as of Q3 2014.

  • Stifel Trust held 2,820 shares of Amazon worth $46K as of Q3 2014.
  • Stifel Trust left its Amazon share count unchanged in Q3 2014.
  • Amazon made up 0.01% of Stifel Trust's portfolio in Q3 2014, its #275 holding.
  • Stifel Trust first reported a position in Amazon in Q2 2013 and has held it in 6 quarters since.
  • Stifel Trust's Amazon position peaked at $67K in Q4 2013.
  • 980 funds tracked by Wall St. Rank held Amazon as of Q3 2014.

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