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Ground Swell Capital’s Pfizer PFE Stock Holding History

Ground Swell Capital’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
Q3 		$316K Buy
11,266
+3,734
+50% +$105K 0.6% 16
2014
Q2 		$212K Buy
+7,532
New +$215K 0.41% 21

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

Ground Swell Capital's PFE Position: Q3 2014 in Review

Ground Swell Capital increased its Pfizer (PFE) stake by 50% in Q3 2014, buying an estimated $105K and bringing the position to 11,266 shares worth $316K. The position accounts for 0.6% of the portfolio, ranked #16.

Ground Swell Capital first reported a position in PFE in Q2 2014 and has held it in 2 quarters since. 1,742 funds tracked by Wall St. Rank hold PFE as of Q3 2014.

  • Ground Swell Capital held 11,266 shares of Pfizer worth $316K as of Q3 2014.
  • Ground Swell Capital bought 3,734 Pfizer shares in Q3 2014, an estimated $105K.
  • Pfizer made up 0.6% of Ground Swell Capital's portfolio in Q3 2014, its #16 holding.
  • Ground Swell Capital first reported a position in Pfizer in Q2 2014 and has held it in 2 quarters since.
  • 1,742 funds tracked by Wall St. Rank held Pfizer as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.