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Holt-Smith Advisors’s Pfizer PFE Stock Holding History

Holt-Smith Advisors’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
2013
Q2 		$700K Buy
+26,335
New +$728K 0.99% 34

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 $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Holt-Smith Advisors's PFE Position: Q2 2013 in Review

Holt-Smith Advisors opened a new position in Pfizer (PFE) in Q2 2013: 26,335 shares worth $700K. The stake represents 0.99% of the portfolio and ranks #34 among its holdings.

1,627 funds tracked by Wall St. Rank hold PFE as of Q2 2013.

  • Holt-Smith Advisors held 26,335 shares of Pfizer worth $700K as of Q2 2013.
  • Pfizer was a new Holt-Smith Advisors position in Q2 2013.
  • Pfizer made up 0.99% of Holt-Smith Advisors's portfolio in Q2 2013, its #34 holding.
  • 1,627 funds tracked by Wall St. Rank held Pfizer as of Q2 2013.

Based on Holt-Smith Advisors's 13F filing for Q2 2013, filed 1 Aug 2013.