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Cetera Investment Management’s Pfizer PFE Stock Holding History

Cetera Investment 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
2017
Q3 		– Sell
-16,519
Closed -$532K – 58
2017
Q2 		$532K Sell
16,519
-3,449
-17% -$109K 0.67% 39
2017
Q1 		$648K Sell
19,968
-9,861
-33% -$311K 0.74% 40
2016
Q4 		$919K Sell
29,829
-8,208
-22% -$251K 0.69% 54
2016
Q3 		$1.22M Sell
38,037
-4,224
-10% -$141K 0.79% 39
2016
Q2 		$1.41M Sell
42,261
-4,383
-9% -$140K 0.83% 35
2016
Q1 		$1.31M Sell
46,644
-1,851
-4% -$52.9K 0.68% 51
2015
Q4 		$1.49M Buy
+48,495
New +$1.53M 0.6% 59

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Cetera Investment Management's PFE Position: Q3 2017 in Review

Cetera Investment Management sold out of Pfizer (PFE) in Q3 2017, closing a stake of 16,519 shares — an estimated $532K sold.

Cetera Investment Management first reported a position in PFE in Q4 2015 and held it in 7 quarters. The position peaked at $1.49M in Q4 2015. 2,042 funds tracked by Wall St. Rank hold PFE as of Q3 2017.

  • Cetera Investment Management reported no remaining Pfizer position as of Q3 2017 after selling out during the quarter.
  • Cetera Investment Management sold 16,519 Pfizer shares in Q3 2017, an estimated $532K.
  • Cetera Investment Management first reported a position in Pfizer in Q4 2015 and held it in 7 quarters.
  • Cetera Investment Management's Pfizer position peaked at $1.49M in Q4 2015.
  • 2,042 funds tracked by Wall St. Rank held Pfizer as of Q3 2017.

Based on Cetera Investment Management's 13F filing for Q3 2017.