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Evanston Advisors’s Pfizer PFE Stock Holding History

Evanston 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
Q4 		– Sell
-5,733
Closed -$240K – 73
2018
Q3 		$240K Buy
+5,733
New +$221K 0.05% 62
2017
Q1 		– Sell
-216,088
Closed -$6.66M – 67
2016
Q4 		$6.66M Buy
216,088
+13,276
+7% +$405K 2.05% 24
2016
Q3 		$6.52M Sell
202,812
-3,877
-2% -$130K 2.04% 20
2016
Q2 		$6.91M Buy
206,689
+202
+0.1% +$6.45K 2.25% 9
2016
Q1 		$5.81M Buy
206,487
+5,408
+3% +$154K 1.91% 31
2015
Q4 		$6.16M Buy
201,079
+2,881
+1% +$90.6K 2.15% 24
2015
Q3 		$5.91M Buy
198,198
+9,686
+5% +$311K 1.96% 24
2015
Q2 		$6M Sell
188,512
-2,423
-1% -$79K 1.97% 17
2015
Q1 		$6.3M Sell
190,935
-12,004
-6% -$382K 2.06% 11
2014
Q4 		$6M Buy
202,939
+4
+0% +$115 2.12% 17
2014
Q3 		$5.69M Buy
202,935
+10,416
+5% +$292K 1.93% 20
2014
Q2 		$5.42M Buy
192,519
+10,025
+5% +$286K 1.88% 23
2014
Q1 		$5.56M Sell
182,494
-1,890
-1% -$56.4K 1.99% 10
2013
Q4 		$5.36M Buy
184,384
+4,714
+3% +$137K 2.02% 22
2013
Q3 		$4.9M Buy
179,670
+7,405
+4% +$201K 1.97% 21
2013
Q2 		$4.58M Buy
+172,265
New +$4.76M 2.03% 22

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evanston Advisors's PFE Position: Q4 2018 in Review

Evanston Advisors sold out of Pfizer (PFE) in Q4 2018, closing a stake of 5,733 shares — an estimated $240K sold.

Evanston Advisors first reported a position in PFE in Q2 2013 and held it in 16 quarters. The position peaked at $6.91M in Q2 2016. 2,403 funds tracked by Wall St. Rank hold PFE as of Q4 2018.

  • Evanston Advisors reported no remaining Pfizer position as of Q4 2018 after selling out during the quarter.
  • Evanston Advisors sold 5,733 Pfizer shares in Q4 2018, an estimated $240K.
  • Evanston Advisors first reported a position in Pfizer in Q2 2013 and held it in 16 quarters.
  • Evanston Advisors's Pfizer position peaked at $6.91M in Q2 2016.
  • 2,403 funds tracked by Wall St. Rank held Pfizer as of Q4 2018.

Based on Evanston Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.