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Concert Wealth Management’s Pfizer PFE Stock Holding History

Concert 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
2017
Q3 		– Sell
-6,859
Closed -$221K – 103
2017
Q2 		$221K Sell
6,859
-60,247
-90% -$1.9M 0.21% 132
2017
Q1 		$2.06M Sell
67,106
-6,690
-9% -$211K 0.46% 45
2016
Q4 		$2.26M Sell
73,796
-117,544
-61% -$3.59M 0.5% 40
2016
Q3 		$6.15M Buy
191,340
+6,202
+3% +$207K 0.75% 20
2016
Q2 		$6.19M Buy
185,138
+23,507
+15% +$750K 0.84% 16
2016
Q1 		$4.56M Buy
161,631
+1,441
+0.9% +$41.2K 0.61% 27
2015
Q4 		$4.9M Sell
160,190
-405
-0.3% -$12.7K 0.65% 28
2015
Q3 		$4.78M Buy
160,595
+14,010
+10% +$449K 0.65% 27
2015
Q2 		$4.67M Sell
146,585
-8,183
-5% -$267K 0.6% 24
2015
Q1 		$3.23M Buy
154,768
+54,252
+54% +$1.72M 0.92% 13
2014
Q4 		$2.96M Buy
100,516
+29,141
+41% +$836K 0.45% 40
2014
Q3 		$2.01M Sell
71,375
-21,528
-23% -$604K 0.27% 44
2014
Q2 		$2.46M Buy
92,903
+208
+0.2% +$5.93K 0.3% 31
2014
Q1 		$2.8M Sell
92,695
-6,075
-6% -$181K 0.35% 23
2013
Q4 		$2.86M Buy
98,770
+11,589
+13% +$337K 0.37% 21
2013
Q3 		$2.37M Buy
87,181
+3,292
+4% +$89.6K 0.34% 24
2013
Q2 		$2.23M Buy
+83,889
New +$2.32M 0.33% 24

Other funds holding PFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Concert Wealth Management's PFE Position: Q3 2017 in Review

Concert Wealth Management sold out of Pfizer (PFE) in Q3 2017, closing a stake of 6,859 shares — an estimated $221K sold.

Concert Wealth Management first reported a position in PFE in Q2 2013 and held it in 17 quarters. The position peaked at $6.19M in Q2 2016. 2,040 funds tracked by Wall St. Rank hold PFE as of Q3 2017.

  • Concert Wealth Management reported no remaining Pfizer position as of Q3 2017 after selling out during the quarter.
  • Concert Wealth Management sold 6,859 Pfizer shares in Q3 2017, an estimated $221K.
  • Concert Wealth Management first reported a position in Pfizer in Q2 2013 and held it in 17 quarters.
  • Concert Wealth Management's Pfizer position peaked at $6.19M in Q2 2016.
  • 2,040 funds tracked by Wall St. Rank held Pfizer as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.