Ballew Advisors’s Pfizer PFE Stock Holding History

Ballew Advisors’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
2018 Q4	–	Sell	-3,046	Closed	-$123K	–	348
2018 Q3	$123K	Buy	3,046 +10	+0.3%	+$385	0.11%	105
2018 Q2	$104K	Buy	3,036 +13	+0.4%	+$444	0.12%	111
2018 Q1	$102K	Buy	+3,023	New	+$104K	0.09%	114

Other funds holding PFE

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ballew Advisors's PFE Position: Q4 2018 in Review

Ballew Advisors sold out of Pfizer (PFE) in Q4 2018, closing a stake of 3,046 shares — an estimated $123K sold.

Ballew Advisors first reported a position in PFE in Q1 2018 and held it in 3 quarters. The position peaked at $123K in Q3 2018. 2,403 funds tracked by Wall St. Rank hold PFE as of Q4 2018.

Ballew Advisors reported no remaining Pfizer position as of Q4 2018 after selling out during the quarter.
Ballew Advisors sold 3,046 Pfizer shares in Q4 2018, an estimated $123K.
Ballew Advisors first reported a position in Pfizer in Q1 2018 and held it in 3 quarters.
Ballew Advisors's Pfizer position peaked at $123K in Q3 2018.
2,403 funds tracked by Wall St. Rank held Pfizer as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.