BT Wealth Management’s Pfizer PFE Stock Holding History

BT 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
2019 Q1	–	Sell	-13,850	Closed	-$551K	–	90
2018 Q4	$551K	Buy	+13,850	New	+$575K	0.24%	50

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

BT Wealth Management's PFE Position: Q1 2019 in Review

BT Wealth Management sold out of Pfizer (PFE) in Q1 2019, closing a stake of 13,850 shares — an estimated $551K sold.

BT Wealth Management first reported a position in PFE in Q4 2018 and held it in 1 quarter. The position peaked at $551K in Q4 2018. 2,391 funds tracked by Wall St. Rank hold PFE as of Q1 2019.

BT Wealth Management reported no remaining Pfizer position as of Q1 2019 after selling out during the quarter.
BT Wealth Management sold 13,850 Pfizer shares in Q1 2019, an estimated $551K.
BT Wealth Management first reported a position in Pfizer in Q4 2018 and held it in 1 quarter.
BT Wealth Management's Pfizer position peaked at $551K in Q4 2018.
2,391 funds tracked by Wall St. Rank held Pfizer as of Q1 2019.

Based on BT Wealth Management's 13F filing for Q1 2019, filed 15 Apr 2019.