XML Securities’s Amazon AMZN Stock Holding History

XML Securities’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
2018 Q1	$540K	Sell	7,460 -400	-5%	-$28.6K	0.67%	30
2017 Q4	$460K	Buy	+7,860	New	+$432K	0.59%	38

Other funds holding AMZN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

XML Securities's AMZN Position: Q1 2018 in Review

XML Securities reduced its Amazon (AMZN) stake by 5.1% in Q1 2018, selling an estimated $28.6K and leaving 7,460 shares worth $540K. The position accounts for 0.67% of the portfolio, ranked #30.

XML Securities first reported a position in AMZN in Q4 2017 and has held it in 2 quarters since. 2,296 funds tracked by Wall St. Rank hold AMZN as of Q1 2018.

XML Securities held 7,460 shares of Amazon worth $540K as of Q1 2018.
XML Securities sold 400 Amazon shares in Q1 2018, an estimated $28.6K.
Amazon made up 0.67% of XML Securities's portfolio in Q1 2018, its #30 holding.
XML Securities first reported a position in Amazon in Q4 2017 and has held it in 2 quarters since.
2,296 funds tracked by Wall St. Rank held Amazon as of Q1 2018.

Based on XML Securities's 13F filing for Q1 2018, filed 17 May 2018.