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Cypress Wealth Advisors’s Pfizer PFE Stock Holding History

Cypress Wealth 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
2019
Q1 		$2.1M Sell
52,003
-1,438
-3% -$57.6K 2.4% 11
2018
Q4 		$2.21M Sell
53,441
-236
-0.4% -$9.8K 3.04% 7
2018
Q3 		$2.24M Sell
53,677
-125
-0.2% -$4.81K 2.36% 12
2018
Q2 		$1.85M Sell
53,802
-4,624
-8% -$158K 2% 14
2018
Q1 		$1.97M Sell
58,426
-283
-0.5% -$9.73K 2.13% 12
2017
Q4 		$2.02M Buy
58,709
+4,778
+9% +$163K 1.93% 15
2017
Q3 		$1.83M Buy
53,931
+697
+1% +$22.4K 2.95% 8
2017
Q2 		$1.7M Sell
53,234
-17,133
-24% -$540K 1.98% 12
2017
Q1 		$2.28M Buy
70,367
+4,917
+8% +$155K 1.04% 21
2016
Q4 		$2.02M Sell
65,450
-5,970
-8% -$182K 0.92% 28
2016
Q3 		$2.29M Buy
71,420
+19,070
+36% +$638K 1.03% 18
2016
Q2 		$1.75M Sell
52,350
-318
-0.6% -$10.1K 0.86% 27
2016
Q1 		$1.48M Sell
52,668
-3,311
-6% -$94.6K 0.68% 33
2015
Q4 		$1.71M Buy
55,979
+2,062
+4% +$64.9K 0.87% 27
2015
Q3 		$1.61M Buy
53,917
+2,328
+5% +$74.6K 0.87% 25
2015
Q2 		$1.64M Buy
+51,589
New +$1.68M 0.96% 28

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Cypress Wealth Advisors's PFE Position: Q1 2019 in Review

Cypress Wealth Advisors reduced its Pfizer (PFE) stake by 2.7% in Q1 2019, selling an estimated $57.6K and leaving 52,003 shares worth $2.1M. The position accounts for 2.4% of the portfolio, ranked #11.

Cypress Wealth Advisors first reported a position in PFE in Q2 2015 and has held it in 16 quarters since. The position peaked at $2.29M in Q3 2016. 2,391 funds tracked by Wall St. Rank hold PFE as of Q1 2019.

  • Cypress Wealth Advisors held 52,003 shares of Pfizer worth $2.1M as of Q1 2019.
  • Cypress Wealth Advisors sold 1,438 Pfizer shares in Q1 2019, an estimated $57.6K.
  • Pfizer made up 2.4% of Cypress Wealth Advisors's portfolio in Q1 2019, its #11 holding.
  • Cypress Wealth Advisors first reported a position in Pfizer in Q2 2015 and has held it in 16 quarters since.
  • Cypress Wealth Advisors's Pfizer position peaked at $2.29M in Q3 2016.
  • 2,391 funds tracked by Wall St. Rank held Pfizer as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.