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Biegel & Waller’s Pfizer PFE Stock Holding History

Biegel & Waller’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
Q1 		– Sell
-5,291
Closed -$219K – 79
2018
Q4 		$219K Sell
5,291
-2,949
-36% -$122K 0.13% 63
2018
Q3 		$345K Sell
8,240
-620
-7% -$23.9K 0.2% 49
2018
Q2 		$305K Sell
8,860
-1,098
-11% -$37.5K 0.19% 50
2018
Q1 		$335K Buy
9,958
+8
+0.1% +$275 0.21% 36
2017
Q4 		$342K Buy
9,950
+114
+1% +$3.89K 0.2% 37
2017
Q3 		$333K Buy
9,836
+10
+0.1% +$321 0.21% 35
2017
Q2 		$313K Buy
9,826
+9
+0.1% +$284 0.19% 40
2017
Q1 		$319K Buy
9,817
+8
+0.1% +$252 0.22% 32
2016
Q4 		$291K Buy
+9,809
New +$299K 0.2% 32

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return