Delphi Private Advisors’s Pfizer PFE Stock Holding History

Delphi Private 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	–	Sell	-422	Closed	-$17K	–	45
2018 Q4	$17K	Sell	422 -1,223	-74%	-$50.8K	0.09%	28
2018 Q3	$69K	Hold	1,645	–	–	0.24%	27
2018 Q2	$57K	Hold	1,645	–	–	0.19%	32
2018 Q1	$55K	Sell	1,645 -2,043	-55%	-$70.2K	0.22%	33
2017 Q4	$127K	Buy	3,688 +1,686	+84%	+$57.5K	0.31%	33
2017 Q3	$68K	Hold	2,002	–	–	0.2%	24
2017 Q2	$64K	Hold	2,002	–	–	0.13%	31
2017 Q1	$65K	Sell	2,002 -924	-32%	-$29.1K	0.12%	28
2016 Q4	$90K	Sell	2,926 -175	-6%	-$5.34K	0.16%	29
2016 Q3	$100K	Sell	3,101 -1,122	-27%	-$37.5K	0.17%	25
2016 Q2	$141K	Buy	4,223 +49	+1%	+$1.56K	0.26%	17
2016 Q1	$117K	Sell	4,174 -443	-10%	-$12.7K	0.21%	25
2015 Q4	$141K	Buy	+4,617	New	+$145K	0.24%	21

Other funds holding PFE

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Delphi Private Advisors's PFE Position: Q1 2019 in Review

Delphi Private Advisors sold out of Pfizer (PFE) in Q1 2019, closing a stake of 422 shares — an estimated $17K sold.

Delphi Private Advisors first reported a position in PFE in Q4 2015 and held it in 13 quarters. The position peaked at $141K in Q2 2016. 2,392 funds tracked by Wall St. Rank hold PFE as of Q1 2019.

Delphi Private Advisors reported no remaining Pfizer position as of Q1 2019 after selling out during the quarter.
Delphi Private Advisors sold 422 Pfizer shares in Q1 2019, an estimated $17K.
Delphi Private Advisors first reported a position in Pfizer in Q4 2015 and held it in 13 quarters.
Delphi Private Advisors's Pfizer position peaked at $141K in Q2 2016.
2,392 funds tracked by Wall St. Rank held Pfizer as of Q1 2019.

Based on Delphi Private Advisors's 13F filing for Q1 2019, filed 6 May 2019.