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Strategic Capital Group’s Amazon AMZN Stock Holding History

Strategic Capital Group’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
Q2 		$2.38M Buy
146,740
+2,440
+2% +$38.6K 0.74% 53
2014
Q1 		$2.43M Buy
144,300
+38,680
+37% +$718K 0.79% 52
2013
Q4 		$2.11M Sell
105,620
-72,660
-41% -$1.31M 1.64% 13
2013
Q3 		$2.79M Buy
178,280
+28,240
+19% +$421K 1.05% 30
2013
Q2 		$2.08M Buy
+150,040
New +$2M 1.04% 30

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
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
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

Strategic Capital Group's AMZN Position: Q2 2014 in Review

Strategic Capital Group increased its Amazon (AMZN) stake by 1.7% in Q2 2014, buying an estimated $38.6K and bringing the position to 146,740 shares worth $2.38M. The position accounts for 0.74% of the portfolio, ranked #53.

Strategic Capital Group first reported a position in AMZN in Q2 2013 and has held it in 5 quarters since. The position peaked at $2.79M in Q3 2013. 987 funds tracked by Wall St. Rank hold AMZN as of Q2 2014.

  • Strategic Capital Group held 146,740 shares of Amazon worth $2.38M as of Q2 2014.
  • Strategic Capital Group bought 2,440 Amazon shares in Q2 2014, an estimated $38.6K.
  • Amazon made up 0.74% of Strategic Capital Group's portfolio in Q2 2014, its #53 holding.
  • Strategic Capital Group first reported a position in Amazon in Q2 2013 and has held it in 5 quarters since.
  • Strategic Capital Group's Amazon position peaked at $2.79M in Q3 2013.
  • 987 funds tracked by Wall St. Rank held Amazon as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.