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Aris Wealth Services’s Pfizer PFE Stock Holding History

Aris Wealth Services’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
2015
Q3 		$226K Sell
7,593
-1,062
-12% -$34.1K 0.47% 34
2015
Q2 		$275K Buy
8,655
+3,167
+58% +$103K 0.25% 89
2015
Q1 		$181K Buy
+5,488
New +$174K 0.17% 102
2014
Q1 		– Sell
-7,057
Closed -$205K – 102
2013
Q4 		$205K Sell
7,057
-121
-2% -$3.52K 0.34% 81
2013
Q3 		$196K Buy
+7,178
New +$195K 0.36% 77

Other funds holding PFE

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Aris Wealth Services's PFE Position: Q3 2015 in Review

Aris Wealth Services reduced its Pfizer (PFE) stake by 12% in Q3 2015, selling an estimated $34.1K and leaving 7,593 shares worth $226K. The position accounts for 0.47% of the portfolio, ranked #34.

Aris Wealth Services first reported a position in PFE in Q3 2013 and has held it in 5 quarters since. The position peaked at $275K in Q2 2015. 1,879 funds tracked by Wall St. Rank hold PFE as of Q3 2015.

  • Aris Wealth Services held 7,593 shares of Pfizer worth $226K as of Q3 2015.
  • Aris Wealth Services sold 1,062 Pfizer shares in Q3 2015, an estimated $34.1K.
  • Pfizer made up 0.47% of Aris Wealth Services's portfolio in Q3 2015, its #34 holding.
  • Aris Wealth Services first reported a position in Pfizer in Q3 2013 and has held it in 5 quarters since.
  • Aris Wealth Services's Pfizer position peaked at $275K in Q2 2015.
  • 1,879 funds tracked by Wall St. Rank held Pfizer as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.