Catamount Wealth Management’s Pfizer PFE Stock Holding History

Catamount 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	$102K	Hold	2,530	–	–	0.06%	64
2018 Q4	$102K	Sell	2,530 -161,367	-98%	-$6.7M	0.07%	54
2018 Q3	$6.85M	Buy	163,897 +157,143	+2,327%	+$6.05M	3.28%	13
2018 Q2	$262K	Buy	6,754 +2,169	+47%	+$74.1K	0.13%	40
2018 Q1	$154K	Buy	4,585 +685	+18%	+$23.5K	0.08%	44
2017 Q4	$134K	Sell	3,900 -1,159	-23%	-$39.5K	0.07%	47
2017 Q3	$171K	Sell	5,059 -422	-8%	-$13.6K	0.1%	38
2017 Q2	$175K	Hold	5,481	–	–	0.11%	41
2017 Q1	$178K	Sell	5,481 -48,531	-90%	-$1.53M	0.12%	40
2016 Q4	$1.66M	Sell	54,012 -15,654	-22%	-$478K	1.35%	19
2016 Q3	$2.22M	Buy	69,666 +6,168	+10%	+$206K	1.91%	14
2016 Q2	$2.12M	Buy	63,498 +58,866	+1,271%	+$1.88M	2.45%	10
2016 Q1	$130K	Buy	4,632 +574	+14%	+$16.4K	0.15%	30
2015 Q4	$124K	Hold	4,058	–	–	0.11%	29
2015 Q3	$121K	Hold	4,058	–	–	0.12%	24
2015 Q2	$129K	Buy	4,058 +2,108	+108%	+$68.7K	0.1%	38
2015 Q1	$64K	Hold	1,950	–	–	0.05%	55
2014 Q4	$58K	Buy	+1,950	New	+$55.9K	0.06%	46

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

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

Catamount Wealth Management held its Pfizer (PFE) position steady in Q1 2019 at 2,530 shares worth $102K. The position accounts for 0.06% of the portfolio, ranked #64.

Catamount Wealth Management first reported a position in PFE in Q4 2014 and has held it in 18 quarters since. The position peaked at $6.85M in Q3 2018. 2,391 funds tracked by Wall St. Rank hold PFE as of Q1 2019.

Catamount Wealth Management held 2,530 shares of Pfizer worth $102K as of Q1 2019.
Catamount Wealth Management left its Pfizer share count unchanged in Q1 2019.
Pfizer made up 0.06% of Catamount Wealth Management's portfolio in Q1 2019, its #64 holding.
Catamount Wealth Management first reported a position in Pfizer in Q4 2014 and has held it in 18 quarters since.
Catamount Wealth Management's Pfizer position peaked at $6.85M in Q3 2018.
2,391 funds tracked by Wall St. Rank held Pfizer as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.