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 Q2	–	Sell	-4,216	Closed	-$3K	–	432
2019 Q1	$3K	Buy	+4,216	New	+$169K	﹤0.01%	539

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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.