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FCM Investments’s Pfizer PFE Stock Holding History

FCM Investments’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
2017
Q3 		– Sell
-21,955
Closed -$700K – 48
2017
Q2 		$700K Sell
21,955
-4,954
-18% -$156K 0.53% 30
2017
Q1 		$873K Sell
26,909
-5,270
-16% -$166K 0.55% 39
2016
Q4 		$992K Hold
32,179
– – 0.6% 36
2016
Q3 		$1.03M Buy
32,179
+11,608
+56% +$388K 0.58% 39
2016
Q2 		$687K Hold
20,571
– – 0.41% 42
2016
Q1 		$578K Sell
20,571
-3
-0% -$86 0.31% 41
2015
Q4 		$630K Sell
20,574
-315
-2% -$9.91K 0.33% 45
2015
Q3 		$623K Sell
20,889
-1,803
-8% -$57.8K 0.31% 45
2015
Q2 		$722K Hold
22,692
– – 0.34% 44
2015
Q1 		$749K Sell
22,692
-254
-1% -$8.07K 0.36% 47
2014
Q4 		$678K Hold
22,946
– – 0.32% 47
2014
Q3 		$644K Sell
22,946
-1,760
-7% -$49.4K 0.29% 46
2014
Q2 		$696K Sell
24,706
-632
-2% -$18K 0.32% 49
2014
Q1 		$772K Sell
25,338
-1,001
-4% -$29.8K 0.32% 50
2013
Q4 		$765K Sell
26,339
-422
-2% -$12.3K 0.31% 51
2013
Q3 		$729K Sell
26,761
-3,499
-12% -$95.2K 0.29% 53
2013
Q2 		$804K Buy
+30,260
New +$836K 0.36% 55

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

FCM Investments's PFE Position: Q3 2017 in Review

FCM Investments sold out of Pfizer (PFE) in Q3 2017, closing a stake of 21,955 shares — an estimated $700K sold.

FCM Investments first reported a position in PFE in Q2 2013 and held it in 17 quarters. The position peaked at $1.03M in Q3 2016. 2,041 funds tracked by Wall St. Rank hold PFE as of Q3 2017.

  • FCM Investments reported no remaining Pfizer position as of Q3 2017 after selling out during the quarter.
  • FCM Investments sold 21,955 Pfizer shares in Q3 2017, an estimated $700K.
  • FCM Investments first reported a position in Pfizer in Q2 2013 and held it in 17 quarters.
  • FCM Investments's Pfizer position peaked at $1.03M in Q3 2016.
  • 2,041 funds tracked by Wall St. Rank held Pfizer as of Q3 2017.

Based on FCM Investments's 13F filing for Q3 2017, filed 17 Oct 2017.