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Westbourne Investment Advisors’s Amgen AMGN Stock Holding History

Westbourne Investment Advisors’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
2016
Q3 		– Sell
-3,725
Closed -$567K – 107
2016
Q2 		$567K Sell
3,725
-210
-5% -$32.6K 0.51% 56
2016
Q1 		$590K Sell
3,935
-125
-3% -$18.6K 0.56% 54
2015
Q4 		$659K Sell
4,060
-1,425
-26% -$224K 0.64% 49
2015
Q3 		$759K Sell
5,485
-585
-10% -$92.2K 0.76% 43
2015
Q2 		$932K Buy
+6,070
New +$972K 0.85% 41

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Westbourne Investment Advisors's AMGN Position: Q3 2016 in Review

Westbourne Investment Advisors sold out of Amgen (AMGN) in Q3 2016, closing a stake of 3,725 shares — an estimated $567K sold.

Westbourne Investment Advisors first reported a position in AMGN in Q2 2015 and held it in 5 quarters. The position peaked at $932K in Q2 2015. 1,517 funds tracked by Wall St. Rank hold AMGN as of Q3 2016.

  • Westbourne Investment Advisors reported no remaining Amgen position as of Q3 2016 after selling out during the quarter.
  • Westbourne Investment Advisors sold 3,725 Amgen shares in Q3 2016, an estimated $567K.
  • Westbourne Investment Advisors first reported a position in Amgen in Q2 2015 and held it in 5 quarters.
  • Westbourne Investment Advisors's Amgen position peaked at $932K in Q2 2015.
  • 1,517 funds tracked by Wall St. Rank held Amgen as of Q3 2016.

Based on Westbourne Investment Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.