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Groesbeck Investment Management’s Pfizer PFE Stock Holding History

Groesbeck Investment 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 		– Sell
-6,693
Closed -$215K – 100
2016
Q3 		$215K Hold
6,693
– – 0.16% 104
2016
Q2 		$224K Buy
+6,693
New +$214K 0.16% 79
2016
Q1 		– Sell
-6,693
Closed -$205K – 89
2015
Q4 		$205K Buy
+6,693
New +$211K 0.13% 81
2015
Q3 		– Sell
-6,324
Closed -$201K – 81
2015
Q2 		$201K Buy
+6,324
New +$206K 0.1% 85

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

Groesbeck Investment Management's PFE Position: Q4 2016 in Review

Groesbeck Investment Management sold out of Pfizer (PFE) in Q4 2016, closing a stake of 6,693 shares — an estimated $215K sold.

Groesbeck Investment Management first reported a position in PFE in Q2 2015 and held it in 4 quarters. The position peaked at $224K in Q2 2016. 2,059 funds tracked by Wall St. Rank hold PFE as of Q4 2016.

  • Groesbeck Investment Management reported no remaining Pfizer position as of Q4 2016 after selling out during the quarter.
  • Groesbeck Investment Management sold 6,693 Pfizer shares in Q4 2016, an estimated $215K.
  • Groesbeck Investment Management first reported a position in Pfizer in Q2 2015 and held it in 4 quarters.
  • Groesbeck Investment Management's Pfizer position peaked at $224K in Q2 2016.
  • 2,059 funds tracked by Wall St. Rank held Pfizer as of Q4 2016.

Based on Groesbeck Investment Management's 13F filing for Q4 2016, filed 10 Feb 2017.