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Bellwether Investment Group’s Pfizer PFE Stock Holding History

Bellwether Investment 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
2017
Q4 		$532K Buy
15,486
+187
+1% +$6.38K 2.13% 14
2017
Q3 		$518K Buy
15,299
+450
+3% +$14.5K 2.43% 10
2017
Q2 		$473K Buy
14,849
+498
+3% +$15.7K 2.19% 14
2017
Q1 		$466K Sell
14,351
-9,454
-40% -$298K 1.23% 13
2016
Q4 		$734K Buy
+23,805
New +$727K 0.66% 26
2016
Q2 		$371K Buy
+11,107
New +$354K 0.41% 69

Other funds holding PFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bellwether Investment Group's PFE Position: Q4 2017 in Review

Bellwether Investment Group increased its Pfizer (PFE) stake by 1.2% in Q4 2017, buying an estimated $6.38K and bringing the position to 15,486 shares worth $532K. The position accounts for 2.13% of the portfolio, ranked #14.

Bellwether Investment Group first reported a position in PFE in Q2 2016 and has held it in 6 quarters since. The position peaked at $734K in Q4 2016. 2,244 funds tracked by Wall St. Rank hold PFE as of Q4 2017.

  • Bellwether Investment Group held 15,486 shares of Pfizer worth $532K as of Q4 2017.
  • Bellwether Investment Group bought 187 Pfizer shares in Q4 2017, an estimated $6.38K.
  • Pfizer made up 2.13% of Bellwether Investment Group's portfolio in Q4 2017, its #14 holding.
  • Bellwether Investment Group first reported a position in Pfizer in Q2 2016 and has held it in 6 quarters since.
  • Bellwether Investment Group's Pfizer position peaked at $734K in Q4 2016.
  • 2,244 funds tracked by Wall St. Rank held Pfizer as of Q4 2017.

Based on Bellwether Investment Group's 13F filing for Q4 2017, filed 30 Jan 2018.