EisnerAmper Wealth Management Corporate Benefits’s Pfizer PFE Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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
2015 Q4	–	Sell	-26,400	Closed	-$787K	–	61
2015 Q3	$787K	Buy	26,400 +13,294	+101%	+$426K	0.55%	34
2015 Q2	$417K	Buy	+13,106	New	+$427K	0.32%	58

Other funds holding PFE

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EisnerAmper Wealth Management Corporate Benefits's PFE Position: Q4 2015 in Review

EisnerAmper Wealth Management Corporate Benefits sold out of Pfizer (PFE) in Q4 2015, closing a stake of 26,400 shares — an estimated $787K sold.

EisnerAmper Wealth Management Corporate Benefits first reported a position in PFE in Q2 2015 and held it in 2 quarters. The position peaked at $787K in Q3 2015. 1,969 funds tracked by Wall St. Rank hold PFE as of Q4 2015.

EisnerAmper Wealth Management Corporate Benefits reported no remaining Pfizer position as of Q4 2015 after selling out during the quarter.
EisnerAmper Wealth Management Corporate Benefits sold 26,400 Pfizer shares in Q4 2015, an estimated $787K.
EisnerAmper Wealth Management Corporate Benefits first reported a position in Pfizer in Q2 2015 and held it in 2 quarters.
EisnerAmper Wealth Management Corporate Benefits's Pfizer position peaked at $787K in Q3 2015.
1,969 funds tracked by Wall St. Rank held Pfizer as of Q4 2015.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2015, filed 4 Jan 2016.