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Union Point Advisors’s Amazon AMZN Stock Holding History

Union Point 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
2014
Q2 		– Sell
-772,160
Closed -$13M – 33
2014
Q1 		$13M Buy
772,160
+546,000
+241% +$10.1M 5.95% 4
2013
Q4 		$4.51M Buy
226,160
+16,760
+8% +$301K 4.38% 4
2013
Q3 		$3.27M Buy
+209,400
New +$3.12M 6.12% 5

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

Union Point Advisors's AMZN Position: Q2 2014 in Review

Union Point Advisors sold out of Amazon (AMZN) in Q2 2014, closing a stake of 772,160 shares — an estimated $13M sold.

Union Point Advisors first reported a position in AMZN in Q3 2013 and held it in 3 quarters. The position peaked at $13M in Q1 2014. 987 funds tracked by Wall St. Rank hold AMZN as of Q2 2014.

  • Union Point Advisors reported no remaining Amazon position as of Q2 2014 after selling out during the quarter.
  • Union Point Advisors sold 772,160 Amazon shares in Q2 2014, an estimated $13M.
  • Union Point Advisors first reported a position in Amazon in Q3 2013 and held it in 3 quarters.
  • Union Point Advisors's Amazon position peaked at $13M in Q1 2014.
  • 987 funds tracked by Wall St. Rank held Amazon as of Q2 2014.

Based on Union Point Advisors's 13F filing for Q2 2014, filed 14 Aug 2014.