Gupta Wealth Management’s Pfizer PFE Stock Holding History

Gupta Wealth 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 Q1	$637K	Sell	22,648 -1,536	-6%	-$43.9K	0.15%	121
2015 Q4	$741K	Sell	24,184 -10,533	-30%	-$331K	0.19%	107
2015 Q3	$1.03M	Sell	34,717 -2,235	-6%	-$71.7K	0.25%	86
2015 Q2	$1.18M	Buy	36,952 +5,453	+17%	+$178K	0.29%	77
2015 Q1	$1.04M	Buy	+31,499	New	+$1M	0.31%	80

Other funds holding PFE

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Gupta Wealth Management's PFE Position: Q1 2016 in Review

Gupta Wealth Management reduced its Pfizer (PFE) stake by 6.4% in Q1 2016, selling an estimated $43.9K and leaving 22,648 shares worth $637K. The position accounts for 0.15% of the portfolio, ranked #121.

Gupta Wealth Management first reported a position in PFE in Q1 2015 and has held it in 5 quarters since. The position peaked at $1.18M in Q2 2015. 1,969 funds tracked by Wall St. Rank hold PFE as of Q1 2016.

Gupta Wealth Management held 22,648 shares of Pfizer worth $637K as of Q1 2016.
Gupta Wealth Management sold 1,536 Pfizer shares in Q1 2016, an estimated $43.9K.
Pfizer made up 0.15% of Gupta Wealth Management's portfolio in Q1 2016, its #121 holding.
Gupta Wealth Management first reported a position in Pfizer in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Pfizer position peaked at $1.18M in Q2 2015.
1,969 funds tracked by Wall St. Rank held Pfizer as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.