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EverPoint Asset Management’s Pfizer PFE Stock Holding History

EverPoint Asset Management’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
2016
Q4 		$11.4M Buy
+368,900
New +$11.3M 0.21% 129
2015
Q1 		– Sell
-368,900
Closed -$10.9M – 567
2014
Q4 		$10.9M Buy
+368,900
New +$10.6M 0.25% 135

Other funds holding PFE

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

EverPoint Asset Management's PFE Position: Q4 2016 in Review

EverPoint Asset Management opened a new position in Pfizer (PFE) in Q4 2016: 368,900 shares worth $11.4M. The stake represents 0.21% of the portfolio and ranks #129 among its holdings. This is a return to the name: EverPoint Asset Management previously reported a position in PFE as recently as Q4 2014.

EverPoint Asset Management first reported a position in PFE in Q4 2014 and has held it in 2 quarters since. 2,059 funds tracked by Wall St. Rank hold PFE as of Q4 2016.

  • EverPoint Asset Management held 368,900 shares of Pfizer worth $11.4M as of Q4 2016.
  • Pfizer was a new EverPoint Asset Management position in Q4 2016.
  • Pfizer made up 0.21% of EverPoint Asset Management's portfolio in Q4 2016, its #129 holding.
  • EverPoint Asset Management first reported a position in Pfizer in Q4 2014 and has held it in 2 quarters since.
  • 2,059 funds tracked by Wall St. Rank held Pfizer as of Q4 2016.

Based on EverPoint Asset Management's 13F filing for Q4 2016, filed 14 Feb 2017.