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American Economic Planning Group’s Pfizer PFE Stock Holding History

American Economic Planning Group’s Portfolio PFE Stock Details PFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$710K Sell
20,908
-915
-4% -$33.3K 0.19% 45
2019
Q2 		$897K Sell
21,823
-101
-0.5% -$4.01K 0.27% 42
2019
Q1 		$883K Buy
21,924
+430
+2% +$17.2K 0.28% 38
2018
Q4 		$890K Hold
21,494
– – 0.29% 35
2018
Q3 		$899K Buy
21,494
+3,474
+19% +$134K 0.32% 28
2018
Q2 		$620K Sell
18,020
-4,431
-20% -$151K 0.23% 35
2018
Q1 		$756K Sell
22,451
-4,033
-15% -$139K 0.28% 35
2017
Q4 		$910K Buy
26,484
+3,426
+15% +$117K 0.34% 30
2017
Q3 		$781K Buy
23,058
+142
+0.6% +$4.56K 0.29% 28
2017
Q2 		$730K Buy
22,916
+692
+3% +$21.8K 0.29% 28
2017
Q1 		$721K Sell
22,224
-926
-4% -$29.2K 0.29% 27
2016
Q4 		$713K Buy
23,150
+114
+0.5% +$3.48K 0.31% 23
2016
Q3 		$740K Buy
23,036
+83
+0.4% +$2.77K 0.3% 24
2016
Q2 		$767K Sell
22,953
-1,461
-6% -$46.6K 0.31% 22
2016
Q1 		$687K Buy
24,414
+14,994
+159% +$428K 0.28% 23
2015
Q4 		$288K Sell
9,420
-157
-2% -$4.94K 0.11% 41
2015
Q3 		$285K Buy
9,577
+2,977
+45% +$95.5K 0.13% 36
2015
Q2 		$210K Sell
6,600
-454
-6% -$14.8K 0.09% 44
2015
Q1 		$233K Buy
7,054
+138
+2% +$4.39K 0.09% 37
2014
Q4 		$204K Buy
+6,916
New +$198K 0.08% 41
2014
Q3 		– Sell
-7,121
Closed -$201K – 37
2014
Q2 		$201K Buy
+7,121
New +$203K 0.07% 36

Other funds holding PFE

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

American Economic Planning Group's PFE Position: Q3 2019 in Review

American Economic Planning Group reduced its Pfizer (PFE) stake by 4.2% in Q3 2019, selling an estimated $33.3K and leaving 20,908 shares worth $710K. The position accounts for 0.19% of the portfolio, ranked #45.

American Economic Planning Group first reported a position in PFE in Q2 2014 and has held it in 21 quarters since. The position peaked at $910K in Q4 2017. 2,323 funds tracked by Wall St. Rank hold PFE as of Q3 2019.

  • American Economic Planning Group held 20,908 shares of Pfizer worth $710K as of Q3 2019.
  • American Economic Planning Group sold 915 Pfizer shares in Q3 2019, an estimated $33.3K.
  • Pfizer made up 0.19% of American Economic Planning Group's portfolio in Q3 2019, its #45 holding.
  • American Economic Planning Group first reported a position in Pfizer in Q2 2014 and has held it in 21 quarters since.
  • American Economic Planning Group's Pfizer position peaked at $910K in Q4 2017.
  • 2,323 funds tracked by Wall St. Rank held Pfizer as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.