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Bruderman Asset Management’s Pfizer PFE Stock Holding History

Bruderman Asset 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
2019
Q4 		– Sell
-8,658
Closed -$304K – 113
2019
Q3 		$304K Sell
8,658
-346,798
-98% -$12.6M 0.08% 101
2019
Q2 		$14.6M Sell
355,456
-6,810
-2% -$270K 3.45% 5
2019
Q1 		$14.6M Sell
362,266
-22,217
-6% -$890K 3.2% 5
2018
Q4 		$15.9M Sell
384,483
-1,990
-0.5% -$82.6K 4.1% 3
2018
Q3 		$16.2M Buy
386,473
+25,815
+7% +$994K 3.71% 3
2018
Q2 		$12.4M Sell
360,658
-2,339
-0.6% -$79.9K 3.02% 7
2018
Q1 		$12.2M Sell
362,997
-830
-0.2% -$28.5K 2.93% 9
2017
Q4 		$12.5M Buy
363,827
+1,089
+0.3% +$37.1K 3.18% 9
2017
Q3 		$12.3M Sell
362,738
-782
-0.2% -$25.1K 3.18% 10
2017
Q2 		$11.6M Buy
363,520
+35,269
+11% +$1.11M 3.09% 11
2017
Q1 		$10.7M Buy
328,251
+20,207
+7% +$637K 3.08% 9
2016
Q4 		$9.49M Buy
308,044
+10,158
+3% +$310K 2.86% 9
2016
Q3 		$9.57M Buy
297,886
+32,248
+12% +$1.08M 2.86% 9
2016
Q2 		$8.87M Sell
265,638
-1,212
-0.5% -$38.7K 2.78% 9
2016
Q1 		$7.5M Buy
266,850
+93,219
+54% +$2.66M 2.61% 11
2015
Q4 		$5.32M Buy
173,631
+5,774
+3% +$182K 2% 14
2015
Q3 		$5M Buy
167,857
+38,189
+29% +$1.22M 1.97% 17
2015
Q2 		$4.13M Buy
129,668
+43,840
+51% +$1.43M 1.58% 18
2015
Q1 		$2.83M Buy
+85,828
New +$2.73M 1.11% 23

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Bruderman Asset Management's PFE Position: Q4 2019 in Review

Bruderman Asset Management sold out of Pfizer (PFE) in Q4 2019, closing a stake of 8,658 shares — an estimated $304K sold.

Bruderman Asset Management first reported a position in PFE in Q1 2015 and held it in 19 quarters. The position peaked at $16.2M in Q3 2018. 2,524 funds tracked by Wall St. Rank hold PFE as of Q4 2019.

  • Bruderman Asset Management reported no remaining Pfizer position as of Q4 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 8,658 Pfizer shares in Q4 2019, an estimated $304K.
  • Bruderman Asset Management first reported a position in Pfizer in Q1 2015 and held it in 19 quarters.
  • Bruderman Asset Management's Pfizer position peaked at $16.2M in Q3 2018.
  • 2,524 funds tracked by Wall St. Rank held Pfizer as of Q4 2019.

Based on Bruderman Asset Management's 13F filing for Q4 2019, filed 13 Feb 2020.