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Cornerstone Financial Partners’s Pfizer PFE Stock Holding History

Cornerstone Financial Partners’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
Q4 		$342K Buy
+9,962
New +$340K 0.11% 113
2016
Q2 		– Sell
-8,835
Closed -$247K – 176
2016
Q1 		$247K Sell
8,835
-531
-6% -$15.2K 0.1% 135
2015
Q4 		$284K Buy
+9,366
New +$295K 0.11% 120

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 $1.37T 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cornerstone Financial Partners's PFE Position: Q4 2017 in Review

Cornerstone Financial Partners opened a new position in Pfizer (PFE) in Q4 2017: 9,962 shares worth $342K. The stake represents 0.11% of the portfolio and ranks #113 among its holdings. This is a return to the name: Cornerstone Financial Partners previously reported a position in PFE as recently as Q1 2016.

Cornerstone Financial Partners first reported a position in PFE in Q4 2015 and has held it in 3 quarters since. 2,244 funds tracked by Wall St. Rank hold PFE as of Q4 2017.

  • Cornerstone Financial Partners held 9,962 shares of Pfizer worth $342K as of Q4 2017.
  • Pfizer was a new Cornerstone Financial Partners position in Q4 2017.
  • Pfizer made up 0.11% of Cornerstone Financial Partners's portfolio in Q4 2017, its #113 holding.
  • Cornerstone Financial Partners first reported a position in Pfizer in Q4 2015 and has held it in 3 quarters since.
  • 2,244 funds tracked by Wall St. Rank held Pfizer as of Q4 2017.

Based on Cornerstone Financial Partners's 13F filing for Q4 2017, filed 22 Jan 2018.