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Bush ODonnell Investment Advisors’s Pfizer PFE Stock Holding History

Bush ODonnell Investment Advisors’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
2018
Q1 		– Sell
-7,319
Closed -$252K – 34
2017
Q4 		$252K Hold
7,319
– – 0.2% 41
2017
Q3 		$248K Hold
7,319
– – 0.19% 47
2017
Q2 		$233K Buy
+7,319
New +$231K 0.14% 49

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bush ODonnell Investment Advisors's PFE Position: Q1 2018 in Review

Bush ODonnell Investment Advisors sold out of Pfizer (PFE) in Q1 2018, closing a stake of 7,319 shares — an estimated $252K sold.

Bush ODonnell Investment Advisors first reported a position in PFE in Q2 2017 and held it in 3 quarters. The position peaked at $252K in Q4 2017. 2,231 funds tracked by Wall St. Rank hold PFE as of Q1 2018.

  • Bush ODonnell Investment Advisors reported no remaining Pfizer position as of Q1 2018 after selling out during the quarter.
  • Bush ODonnell Investment Advisors sold 7,319 Pfizer shares in Q1 2018, an estimated $252K.
  • Bush ODonnell Investment Advisors first reported a position in Pfizer in Q2 2017 and held it in 3 quarters.
  • Bush ODonnell Investment Advisors's Pfizer position peaked at $252K in Q4 2017.
  • 2,231 funds tracked by Wall St. Rank held Pfizer as of Q1 2018.

Based on Bush ODonnell Investment Advisors's 13F filing for Q1 2018, filed 10 May 2018.