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Gary Goldberg Planning Services’s Pfizer PFE Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		$2.61M Buy
88,205
+1,659
+2% +$47.6K 1.1% 25
2014
Q3 		$2.43M Buy
86,546
+61,095
+240% +$1.71M 1.01% 26
2014
Q2 		$717K Buy
25,451
+12,311
+94% +$351K 0.32% 55
2014
Q1 		$400K Sell
13,140
-24
-0.2% -$716 0.2% 70
2013
Q4 		$383K Buy
13,164
+1
+0% +$29 0.22% 65
2013
Q3 		$359K Buy
13,163
+1,054
+9% +$28.7K 0.22% 68
2013
Q2 		$322K Buy
+12,109
New +$335K 0.21% 65

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
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

Gary Goldberg Planning Services's PFE Position: Q4 2014 in Review

Gary Goldberg Planning Services increased its Pfizer (PFE) stake by 1.9% in Q4 2014, buying an estimated $47.6K and bringing the position to 88,205 shares worth $2.61M. The position accounts for 1.1% of the portfolio, ranked #25.

Gary Goldberg Planning Services first reported a position in PFE in Q2 2013 and has held it in 7 quarters since. 1,859 funds tracked by Wall St. Rank hold PFE as of Q4 2014.

  • Gary Goldberg Planning Services held 88,205 shares of Pfizer worth $2.61M as of Q4 2014.
  • Gary Goldberg Planning Services bought 1,659 Pfizer shares in Q4 2014, an estimated $47.6K.
  • Pfizer made up 1.1% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #25 holding.
  • Gary Goldberg Planning Services first reported a position in Pfizer in Q2 2013 and has held it in 7 quarters since.
  • 1,859 funds tracked by Wall St. Rank held Pfizer as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.