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Edge Advisors’s Pfizer PFE Stock Holding History

Edge 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
Q2 		$4.38M Sell
127,314
-8,283
-6% -$283K 0.39% 63
2018
Q1 		$4.56M Sell
135,597
-11,612
-8% -$399K 0.43% 62
2017
Q4 		$5.06M Buy
147,209
+452
+0.3% +$15.4K 0.5% 58
2017
Q3 		$4.97M Sell
146,757
-110,166
-43% -$3.54M 0.54% 51
2017
Q2 		$8.19M Sell
256,923
-19,424
-7% -$613K 0.93% 19
2017
Q1 		$8.97M Buy
276,347
+29,471
+12% +$929K 1.1% 13
2016
Q4 		$7.61M Buy
+246,876
New +$7.54M 0.98% 13

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

Edge Advisors's PFE Position: Q2 2018 in Review

Edge Advisors reduced its Pfizer (PFE) stake by 6.1% in Q2 2018, selling an estimated $283K and leaving 127,314 shares worth $4.38M. The position accounts for 0.39% of the portfolio, ranked #63.

Edge Advisors first reported a position in PFE in Q4 2016 and has held it in 7 quarters since. The position peaked at $8.97M in Q1 2017. 2,204 funds tracked by Wall St. Rank hold PFE as of Q2 2018.

  • Edge Advisors held 127,314 shares of Pfizer worth $4.38M as of Q2 2018.
  • Edge Advisors sold 8,283 Pfizer shares in Q2 2018, an estimated $283K.
  • Pfizer made up 0.39% of Edge Advisors's portfolio in Q2 2018, its #63 holding.
  • Edge Advisors first reported a position in Pfizer in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's Pfizer position peaked at $8.97M in Q1 2017.
  • 2,204 funds tracked by Wall St. Rank held Pfizer as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.