Benchmark Capital Advisors’s Pfizer PFE Stock Holding History

Benchmark Capital 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	$3.66M	Sell	88,457 -5,481	-6%	-$228K	3.64%	4
2018 Q3	$3.93M	Sell	93,938 -1,686	-2%	-$64.9K	2.95%	6
2018 Q2	$3.29M	Sell	95,624 -7,167	-7%	-$245K	2.49%	7
2018 Q1	$3.46M	Sell	102,791 -2,688	-3%	-$92.4K	2.74%	7
2017 Q4	$3.63M	Sell	105,479 -11,172	-10%	-$381K	2.83%	5
2017 Q3	$3.95M	Sell	116,651 -6,640	-5%	-$213K	3.07%	4
2017 Q2	$3.93M	Buy	123,291 +27	+0%	+$851	3.1%	4
2017 Q1	$4M	Sell	123,264 -2,530	-2%	-$79.8K	3.16%	4
2016 Q4	$3.88M	Sell	125,794 -316	-0.3%	-$9.65K	3.21%	4
2016 Q3	$4.05M	Sell	126,110 -1,054	-0.8%	-$35.2K	3.06%	4
2016 Q2	$4.25M	Buy	127,164 +6,640	+6%	+$212K	3.46%	4
2016 Q1	$3.39M	Buy	120,524 +17,391	+17%	+$497K	2.97%	3
2015 Q4	$3.16M	Buy	103,133 +2,951	+3%	+$92.8K	2.67%	8
2015 Q3	$2.98M	Hold	100,182	–	–	2.43%	8
2015 Q2	$3.19M	Sell	100,182 -737	-0.7%	-$24K	2.24%	9
2015 Q1	$3.33M	Buy	100,919 +22,764	+29%	+$724K	2.19%	10
2014 Q4	$2.31M	Sell	78,155 -211	-0.3%	-$6.05K	1.55%	20
2014 Q3	$2.2M	Sell	78,366 -40,209	-34%	-$1.13M	1.52%	19
2014 Q2	$3.34M	Buy	118,575 +316	+0.3%	+$9.01K	2.09%	11
2014 Q1	$3.6M	Sell	118,259 -316	-0.3%	-$9.42K	2.5%	6
2013 Q4	$3.45M	Sell	118,575 -8,274	-7%	-$241K	2.39%	7
2013 Q3	$3.46M	Sell	126,849 -14,703	-10%	-$400K	2.48%	7
2013 Q2	$3.76M	Buy	+141,552	New	+$3.91M	2.9%	3

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

Benchmark Capital Advisors's PFE Position: Q4 2018 in Review

Benchmark Capital Advisors reduced its Pfizer (PFE) stake by 5.8% in Q4 2018, selling an estimated $228K and leaving 88,457 shares worth $3.66M. The position accounts for 3.64% of the portfolio, ranked #4.

Benchmark Capital Advisors first reported a position in PFE in Q2 2013 and has held it in 23 quarters since. The position peaked at $4.25M in Q2 2016. 2,404 funds tracked by Wall St. Rank hold PFE as of Q4 2018.

Benchmark Capital Advisors held 88,457 shares of Pfizer worth $3.66M as of Q4 2018.
Benchmark Capital Advisors sold 5,481 Pfizer shares in Q4 2018, an estimated $228K.
Pfizer made up 3.64% of Benchmark Capital Advisors's portfolio in Q4 2018, its #4 holding.
Benchmark Capital Advisors first reported a position in Pfizer in Q2 2013 and has held it in 23 quarters since.
Benchmark Capital Advisors's Pfizer position peaked at $4.25M in Q2 2016.
2,404 funds tracked by Wall St. Rank held Pfizer as of Q4 2018.

Based on Benchmark Capital Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.