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Genesis Wealth Advisors’s Pfizer PFE Stock Holding History

Genesis Wealth 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
2015
Q2 		$71K Buy
2,233
+262
+13% +$8.54K 0.06% 146
2015
Q1 		$64.2K Hold
1,971
– – 0.05% 167
2014
Q4 		$64.8K Buy
+1,971
New +$56.5K 0.05% 180

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Genesis Wealth Advisors's PFE Position: Q2 2015 in Review

Genesis Wealth Advisors increased its Pfizer (PFE) stake by 13% in Q2 2015, buying an estimated $8.54K and bringing the position to 2,233 shares worth $71K. The position accounts for 0.06% of the portfolio, ranked #146.

Genesis Wealth Advisors first reported a position in PFE in Q4 2014 and has held it in 3 quarters since. 1,887 funds tracked by Wall St. Rank hold PFE as of Q2 2015.

  • Genesis Wealth Advisors held 2,233 shares of Pfizer worth $71K as of Q2 2015.
  • Genesis Wealth Advisors bought 262 Pfizer shares in Q2 2015, an estimated $8.54K.
  • Pfizer made up 0.06% of Genesis Wealth Advisors's portfolio in Q2 2015, its #146 holding.
  • Genesis Wealth Advisors first reported a position in Pfizer in Q4 2014 and has held it in 3 quarters since.
  • 1,887 funds tracked by Wall St. Rank held Pfizer as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.