CS
PFE icon

Credential Securities’s Pfizer PFE Stock Holding History

Credential Securities’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
Q2 		$1.28M Sell
37,199
-2,411
-6% -$82.4K 0.29% 54
2018
Q1 		$1.33M Buy
39,610
+2,288
+6% +$78.7K 0.32% 53
2017
Q4 		$1.28M Sell
37,322
-1,025
-3% -$35K 0.31% 60
2017
Q3 		$1.3M Buy
38,347
+1,022
+3% +$32.8K 0.35% 57
2017
Q2 		$1.19M Buy
37,325
+857
+2% +$27K 0.36% 56
2017
Q1 		$1.18M Buy
36,468
+300
+0.8% +$9.46K 0.41% 51
2016
Q4 		$1.11M Buy
36,168
+388
+1% +$11.8K 0.44% 53
2016
Q3 		$1.15M Buy
35,780
+524
+1% +$17.5K 0.52% 52
2016
Q2 		$1.18M Buy
35,256
+274
+0.8% +$8.74K 0.61% 39
2016
Q1 		$983K Sell
34,982
-8,479
-20% -$242K 0.57% 46
2015
Q4 		$1.33M Buy
43,461
+861
+2% +$27.1K 0.87% 28
2015
Q3 		$1.27M Buy
42,600
+6,882
+19% +$221K 0.88% 29
2015
Q2 		$1.14M Buy
35,718
+1,612
+5% +$52.5K 0.72% 35
2015
Q1 		$1.13M Buy
34,106
+1,238
+4% +$39.4K 0.73% 34
2014
Q4 		$971K Buy
32,868
+1,571
+5% +$45K 0.63% 40
2014
Q3 		$884K Buy
31,297
+1,863
+6% +$52.3K 0.59% 42
2014
Q2 		$829K Buy
29,434
+2,716
+10% +$77.4K 0.55% 46
2014
Q1 		$814K Buy
+26,718
New +$797K 0.61% 41

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Credential Securities's PFE Position: Q2 2018 in Review

Credential Securities reduced its Pfizer (PFE) stake by 6.1% in Q2 2018, selling an estimated $82.4K and leaving 37,199 shares worth $1.28M. The position accounts for 0.29% of the portfolio, ranked #54.

Credential Securities first reported a position in PFE in Q1 2014 and has held it in 18 quarters since. The position peaked at $1.33M in Q1 2018. 2,205 funds tracked by Wall St. Rank hold PFE as of Q2 2018.

  • Credential Securities held 37,199 shares of Pfizer worth $1.28M as of Q2 2018.
  • Credential Securities sold 2,411 Pfizer shares in Q2 2018, an estimated $82.4K.
  • Pfizer made up 0.29% of Credential Securities's portfolio in Q2 2018, its #54 holding.
  • Credential Securities first reported a position in Pfizer in Q1 2014 and has held it in 18 quarters since.
  • Credential Securities's Pfizer position peaked at $1.33M in Q1 2018.
  • 2,205 funds tracked by Wall St. Rank held Pfizer as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.