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WFG Advisors’s Amgen AMGN Stock Holding History

WFG 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
2017
Q2 		$583K Buy
3,385
+469
+16% +$76.3K 0.13% 181
2017
Q1 		$478K Sell
2,916
-571
-16% -$94.9K 0.13% 176
2016
Q4 		$510K Buy
3,487
+1,392
+66% +$209K 0.12% 202
2016
Q3 		$350K Buy
2,095
+513
+32% +$86.8K 0.09% 231
2016
Q2 		$241K Buy
1,582
+74
+5% +$11.5K 0.06% 286
2016
Q1 		$226K Sell
1,508
-185
-11% -$27.5K 0.07% 271
2015
Q4 		$275K Buy
1,693
+62
+4% +$9.75K 0.08% 234
2015
Q3 		$226K Buy
1,631
+27
+2% +$4.26K 0.07% 264
2015
Q2 		$246K Buy
1,604
+480
+43% +$76.9K 0.07% 285
2015
Q1 		$180K Sell
1,124
-487
-30% -$76.7K 0.05% 379
2014
Q4 		$257K Sell
1,611
-23
-1% -$3.58K 0.05% 363
2014
Q3 		$230K Buy
1,634
+79
+5% +$10.3K 0.04% 417
2014
Q2 		$184K Sell
1,555
-17
-1% -$1.97K 0.03% 462
2014
Q1 		$194K Sell
1,572
-740
-32% -$89.7K 0.04% 440
2013
Q4 		$264K Buy
2,312
+675
+41% +$76.8K 0.04% 448
2013
Q3 		$183K Sell
1,637
-56
-3% -$6.07K 0.03% 519
2013
Q2 		$167K Buy
+1,693
New +$176K 0.03% 510

Other funds holding AMGN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

WFG Advisors's AMGN Position: Q2 2017 in Review

WFG Advisors increased its Amgen (AMGN) stake by 16% in Q2 2017, buying an estimated $76.3K and bringing the position to 3,385 shares worth $583K. The position accounts for 0.13% of the portfolio, ranked #181.

WFG Advisors first reported a position in AMGN in Q2 2013 and has held it in 17 quarters since. 1,595 funds tracked by Wall St. Rank hold AMGN as of Q2 2017.

  • WFG Advisors held 3,385 shares of Amgen worth $583K as of Q2 2017.
  • WFG Advisors bought 469 Amgen shares in Q2 2017, an estimated $76.3K.
  • Amgen made up 0.13% of WFG Advisors's portfolio in Q2 2017, its #181 holding.
  • WFG Advisors first reported a position in Amgen in Q2 2013 and has held it in 17 quarters since.
  • 1,595 funds tracked by Wall St. Rank held Amgen as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.