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WFG Advisors’s Amazon AMZN Stock Holding History

WFG 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
2017
Q2 		$1.55M Buy
31,980
+9,980
+45% +$476K 0.35% 76
2017
Q1 		$975K Sell
22,000
-6,120
-22% -$255K 0.26% 92
2016
Q4 		$1.05M Buy
28,120
+4,020
+17% +$158K 0.26% 101
2016
Q3 		$1.01M Sell
24,100
-140
-0.6% -$5.36K 0.25% 96
2016
Q2 		$867K Buy
24,240
+4,320
+22% +$146K 0.23% 109
2016
Q1 		$591K Buy
19,920
+5,220
+36% +$148K 0.17% 150
2015
Q4 		$497K Buy
14,700
+660
+5% +$20.8K 0.15% 163
2015
Q3 		$359K Sell
14,040
-3,540
-20% -$89.5K 0.11% 188
2015
Q2 		$382K Buy
17,580
+140
+0.8% +$2.93K 0.11% 210
2015
Q1 		$324K Sell
17,440
-5,860
-25% -$103K 0.09% 238
2014
Q4 		$362K Sell
23,300
-10,680
-31% -$166K 0.07% 300
2014
Q3 		$548K Buy
33,980
+5,100
+18% +$84.8K 0.1% 233
2014
Q2 		$469K Buy
28,880
+3,400
+13% +$53.8K 0.09% 265
2014
Q1 		$429K Sell
25,480
-3,560
-12% -$66.1K 0.09% 268
2013
Q4 		$579K Sell
29,040
-2,460
-8% -$44.2K 0.08% 283
2013
Q3 		$492K Buy
31,500
+4,000
+15% +$59.6K 0.08% 285
2013
Q2 		$382K Buy
+27,500
New +$366K 0.06% 308

Other funds holding AMZN

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

WFG Advisors's AMZN Position: Q2 2017 in Review

WFG Advisors increased its Amazon (AMZN) stake by 45% in Q2 2017, buying an estimated $476K and bringing the position to 31,980 shares worth $1.55M. The position accounts for 0.35% of the portfolio, ranked #76.

WFG Advisors first reported a position in AMZN in Q2 2013 and has held it in 17 quarters since. 1,927 funds tracked by Wall St. Rank hold AMZN as of Q2 2017.

  • WFG Advisors held 31,980 shares of Amazon worth $1.55M as of Q2 2017.
  • WFG Advisors bought 9,980 Amazon shares in Q2 2017, an estimated $476K.
  • Amazon made up 0.35% of WFG Advisors's portfolio in Q2 2017, its #76 holding.
  • WFG Advisors first reported a position in Amazon in Q2 2013 and has held it in 17 quarters since.
  • 1,927 funds tracked by Wall St. Rank held Amazon as of Q2 2017.

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