Cynosure Advisors’s Pfizer PFE Stock Holding History

Cynosure Advisors’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 Q3	–	Sell	-40,553	Closed	-$1.4M	–	145
2018 Q2	$1.4M	Buy	40,553 +1,689	+4%	+$57.7K	0.38%	33
2018 Q1	$1.31M	Sell	38,864 -28,715	-42%	-$987K	0.33%	34
2017 Q4	$2.32M	Buy	+67,579	New	+$2.3M	0.53%	12

Other funds holding PFE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cynosure Advisors's PFE Position: Q3 2018 in Review

Cynosure Advisors sold out of Pfizer (PFE) in Q3 2018, closing a stake of 40,553 shares — an estimated $1.4M sold.

Cynosure Advisors first reported a position in PFE in Q4 2017 and held it in 3 quarters. The position peaked at $2.32M in Q4 2017. 2,256 funds tracked by Wall St. Rank hold PFE as of Q3 2018.

Cynosure Advisors reported no remaining Pfizer position as of Q3 2018 after selling out during the quarter.
Cynosure Advisors sold 40,553 Pfizer shares in Q3 2018, an estimated $1.4M.
Cynosure Advisors first reported a position in Pfizer in Q4 2017 and held it in 3 quarters.
Cynosure Advisors's Pfizer position peaked at $2.32M in Q4 2017.
2,256 funds tracked by Wall St. Rank held Pfizer as of Q3 2018.

Based on Cynosure Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.