Braver Wealth Management’s Pfizer PFE Stock Holding History

Braver Wealth Management’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
2016 Q4	$3.97M	Buy	128,889 +6,560	+5%	+$200K	0.65%	47
2016 Q3	$3.93M	Sell	122,329 -6,353	-5%	-$212K	0.66%	48
2016 Q2	$4.3M	Sell	128,682 -4,790	-4%	-$153K	0.73%	37
2016 Q1	$3.75M	Buy	133,472 +41,169	+45%	+$1.18M	0.62%	49
2015 Q4	$2.83M	Buy	92,303 +6,313	+7%	+$199K	0.58%	46
2015 Q3	$2.56M	Sell	85,990 -4,768	-5%	-$153K	0.64%	45
2015 Q2	$2.89M	Buy	90,758 +258	+0.3%	+$8.41K	0.7%	30
2015 Q1	$2.99M	Buy	90,500 +22,297	+33%	+$709K	0.61%	31
2014 Q4	$2.02M	Buy	68,203 +18,221	+36%	+$522K	0.41%	44
2014 Q3	$1.4M	Buy	49,982 +534	+1%	+$15K	0.42%	41
2014 Q2	$1.39M	Buy	49,448 +833	+2%	+$23.7K	0.36%	49
2014 Q1	$1.48M	Sell	48,615 -508	-1%	-$15.1K	0.42%	41
2013 Q4	$1.43M	Sell	49,123 -4,977	-9%	-$145K	0.49%	42
2013 Q3	$1.47M	Buy	54,100 +2,190	+4%	+$59.6K	0.51%	38
2013 Q2	$1.38M	Buy	+51,910	New	+$1.43M	0.63%	32

Other funds holding PFE

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Braver Wealth Management's PFE Position: Q4 2016 in Review

Braver Wealth Management increased its Pfizer (PFE) stake by 5.4% in Q4 2016, buying an estimated $200K and bringing the position to 128,889 shares worth $3.97M. The position accounts for 0.65% of the portfolio, ranked #47.

Braver Wealth Management first reported a position in PFE in Q2 2013 and has held it in 15 quarters since. The position peaked at $4.3M in Q2 2016. 2,059 funds tracked by Wall St. Rank hold PFE as of Q4 2016.

Braver Wealth Management held 128,889 shares of Pfizer worth $3.97M as of Q4 2016.
Braver Wealth Management bought 6,560 Pfizer shares in Q4 2016, an estimated $200K.
Pfizer made up 0.65% of Braver Wealth Management's portfolio in Q4 2016, its #47 holding.
Braver Wealth Management first reported a position in Pfizer in Q2 2013 and has held it in 15 quarters since.
Braver Wealth Management's Pfizer position peaked at $4.3M in Q2 2016.
2,059 funds tracked by Wall St. Rank held Pfizer as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.