Guardian Investor Services’s Pfizer PFE Stock Holding History

Guardian Investor 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
2015 Q1	$1.47M	Sell	44,611 -1,336	-3%	-$42.5K	1.16%	11
2014 Q4	$1.36M	Sell	45,947 -1,460	-3%	-$41.9K	1.08%	12
2014 Q3	$1.33M	Sell	47,407 -2,635	-5%	-$74K	1.07%	13
2014 Q2	$1.41M	Sell	50,042 -2,632	-5%	-$75K	1.08%	13
2014 Q1	$1.6M	Sell	52,674 -3,246	-6%	-$96.8K	1.24%	12
2013 Q4	$1.63M	Sell	55,920 -429	-0.8%	-$12.5K	1.23%	12
2013 Q3	$1.53M	Sell	56,349 -5,201	-8%	-$142K	1.28%	13
2013 Q2	$1.64M	Buy	+61,550	New	+$1.7M	1.4%	12

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Guardian Investor Services's PFE Position: Q1 2015 in Review

Guardian Investor Services reduced its Pfizer (PFE) stake by 2.9% in Q1 2015, selling an estimated $42.5K and leaving 44,611 shares worth $1.47M. The position accounts for 1.16% of the portfolio, ranked #11.

Guardian Investor Services first reported a position in PFE in Q2 2013 and has held it in 8 quarters since. The position peaked at $1.64M in Q2 2013. 1,876 funds tracked by Wall St. Rank hold PFE as of Q1 2015.

Guardian Investor Services held 44,611 shares of Pfizer worth $1.47M as of Q1 2015.
Guardian Investor Services sold 1,336 Pfizer shares in Q1 2015, an estimated $42.5K.
Pfizer made up 1.16% of Guardian Investor Services's portfolio in Q1 2015, its #11 holding.
Guardian Investor Services first reported a position in Pfizer in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's Pfizer position peaked at $1.64M in Q2 2013.
1,876 funds tracked by Wall St. Rank held Pfizer as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.