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Willow Street Advisors’s Amazon AMZN Stock Holding History

Willow Street 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
2013
Q4 		$315K Sell
15,800
-6,000
-28% -$108K 0.18% 119
2013
Q3 		$341K Buy
21,800
+500
+2% +$7.45K 0.21% 111
2013
Q2 		$303K Buy
+21,300
New +$284K 0.19% 113

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
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

Willow Street Advisors's AMZN Position: Q4 2013 in Review

Willow Street Advisors reduced its Amazon (AMZN) stake by 28% in Q4 2013, selling an estimated $108K and leaving 15,800 shares worth $315K. The position accounts for 0.18% of the portfolio, ranked #119.

Willow Street Advisors first reported a position in AMZN in Q2 2013 and has held it in 3 quarters since. The position peaked at $341K in Q3 2013. 1,019 funds tracked by Wall St. Rank hold AMZN as of Q4 2013.

  • Willow Street Advisors held 15,800 shares of Amazon worth $315K as of Q4 2013.
  • Willow Street Advisors sold 6,000 Amazon shares in Q4 2013, an estimated $108K.
  • Amazon made up 0.18% of Willow Street Advisors's portfolio in Q4 2013, its #119 holding.
  • Willow Street Advisors first reported a position in Amazon in Q2 2013 and has held it in 3 quarters since.
  • Willow Street Advisors's Amazon position peaked at $341K in Q3 2013.
  • 1,019 funds tracked by Wall St. Rank held Amazon as of Q4 2013.

Based on Willow Street Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.