Hefty Wealth Partners’s Pfizer PFE Stock Holding History

Hefty Wealth Partners’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
2018 Q1	$838K	Buy	24,899 +24,700	+12,412%	+$849K	0.54%	60
2017 Q4	$7K	Sell	199 -15,067	-99%	-$514K	﹤0.01%	200
2017 Q3	$517K	Buy	15,266 +15,067	+7,571%	+$484K	0.34%	68
2017 Q2	$6K	Sell	199 -54,145	-100%	-$1.71M	﹤0.01%	187
2017 Q1	$1.76M	Buy	54,344 +54,145	+27,209%	+$1.71M	1.28%	28
2016 Q4	$6K	Hold	199	–	–	0.01%	185
2016 Q3	$6K	Sell	199 -51,681	-100%	-$1.73M	﹤0.01%	189
2016 Q2	$1.73M	Buy	51,880 +1,219	+2%	+$38.9K	1.43%	20
2016 Q1	$1.42M	Buy	50,661 +50,462	+25,358%	+$1.44M	1.33%	27
2015 Q4	$6K	Buy	+199	New	+$6.26K	0.01%	158

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Hefty Wealth Partners's PFE Position: Q1 2018 in Review

Hefty Wealth Partners increased its Pfizer (PFE) stake by 12,412% in Q1 2018, buying an estimated $849K and bringing the position to 24,899 shares worth $838K. The position accounts for 0.54% of the portfolio, ranked #60.

Hefty Wealth Partners first reported a position in PFE in Q4 2015 and has held it in 10 quarters since. The position peaked at $1.76M in Q1 2017. 2,231 funds tracked by Wall St. Rank hold PFE as of Q1 2018.

Hefty Wealth Partners held 24,899 shares of Pfizer worth $838K as of Q1 2018.
Hefty Wealth Partners bought 24,700 Pfizer shares in Q1 2018, an estimated $849K.
Pfizer made up 0.54% of Hefty Wealth Partners's portfolio in Q1 2018, its #60 holding.
Hefty Wealth Partners first reported a position in Pfizer in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's Pfizer position peaked at $1.76M in Q1 2017.
2,231 funds tracked by Wall St. Rank held Pfizer as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.