Bridgewater Wealth & Financial Management’s Pfizer PFE Stock Holding History

Bridgewater Wealth & Financial 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
2017 Q3	–	Sell	-39,381	Closed	-$1.25M	–	89
2017 Q2	$1.25M	Buy	39,381 +3,771	+11%	+$119K	0.42%	43
2017 Q1	$1.16M	Sell	35,610 -404	-1%	-$12.7K	0.42%	44
2016 Q4	$1.11M	Buy	36,014 +241	+0.7%	+$7.36K	0.42%	43
2016 Q3	$1.15M	Buy	35,773 +1,209	+3%	+$40.4K	0.42%	45
2016 Q2	$1.16M	Sell	34,564 -3,166	-8%	-$101K	0.42%	46
2016 Q1	$1.06M	Buy	37,730 +1,864	+5%	+$53.2K	0.39%	46
2015 Q4	$1.1M	Buy	35,866 +8	+0%	+$252	0.43%	42
2015 Q3	$1.07M	Buy	35,858 +801	+2%	+$25.7K	0.44%	41
2015 Q2	$1.11M	Sell	35,057 -2,108	-6%	-$68.7K	0.47%	37
2015 Q1	$1.23M	Sell	37,165 -333	-0.9%	-$10.6K	0.52%	37
2014 Q4	$1.11M	Buy	+37,498	New	+$1.08M	0.45%	44

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

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bridgewater Wealth & Financial Management's PFE Position: Q3 2017 in Review

Bridgewater Wealth & Financial Management sold out of Pfizer (PFE) in Q3 2017, closing a stake of 39,381 shares — an estimated $1.25M sold.

Bridgewater Wealth & Financial Management first reported a position in PFE in Q4 2014 and held it in 11 quarters. The position peaked at $1.25M in Q2 2017. 2,040 funds tracked by Wall St. Rank hold PFE as of Q3 2017.

Bridgewater Wealth & Financial Management reported no remaining Pfizer position as of Q3 2017 after selling out during the quarter.
Bridgewater Wealth & Financial Management sold 39,381 Pfizer shares in Q3 2017, an estimated $1.25M.
Bridgewater Wealth & Financial Management first reported a position in Pfizer in Q4 2014 and held it in 11 quarters.
Bridgewater Wealth & Financial Management's Pfizer position peaked at $1.25M in Q2 2017.
2,040 funds tracked by Wall St. Rank held Pfizer as of Q3 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q3 2017, filed 14 Nov 2017.