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Independent Portfolio Consultants’s Pfizer PFE Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$588K Sell
18,464
-1,635
-8% -$51.6K 0.24% 135
2017
Q1 		$652K Sell
20,099
-5,185
-21% -$163K 0.23% 155
2016
Q4 		$779K Buy
25,284
+644
+3% +$19.7K 0.26% 135
2016
Q3 		$792K Sell
24,640
-127
-0.5% -$4.25K 0.25% 130
2016
Q2 		$827K Sell
24,767
-5,725
-19% -$183K 0.26% 118
2016
Q1 		$857K Sell
30,492
-13,734
-31% -$392K 0.24% 129
2015
Q4 		$1.35M Sell
44,226
-10,851
-20% -$341K 0.4% 75
2015
Q3 		$1.64M Sell
55,077
-4,738
-8% -$152K 0.36% 92
2015
Q2 		$1.9M Buy
59,815
+2,582
+5% +$84.2K 0.38% 75
2015
Q1 		$1.89M Sell
57,233
-749
-1% -$23.8K 0.39% 85
2014
Q4 		$1.71M Buy
57,982
+22,817
+65% +$654K 0.35% 104
2014
Q3 		$987K Buy
35,165
+659
+2% +$18.5K 0.27% 90
2014
Q2 		$972K Buy
34,506
+6,661
+24% +$190K 0.27% 89
2014
Q1 		$848K Sell
27,845
-11,109
-29% -$331K 0.27% 110
2013
Q4 		$1.13M Buy
38,954
+8,538
+28% +$248K 0.4% 51
2013
Q3 		$829K Sell
30,416
-1,660
-5% -$45.2K 0.33% 75
2013
Q2 		$852K Buy
+32,076
New +$886K 0.38% 56

Other funds holding PFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Independent Portfolio Consultants's PFE Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Pfizer (PFE) stake by 8.1% in Q2 2017, selling an estimated $51.6K and leaving 18,464 shares worth $588K. The position accounts for 0.24% of the portfolio, ranked #135.

Independent Portfolio Consultants first reported a position in PFE in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.9M in Q2 2015. 2,050 funds tracked by Wall St. Rank hold PFE as of Q2 2017.

  • Independent Portfolio Consultants held 18,464 shares of Pfizer worth $588K as of Q2 2017.
  • Independent Portfolio Consultants sold 1,635 Pfizer shares in Q2 2017, an estimated $51.6K.
  • Pfizer made up 0.24% of Independent Portfolio Consultants's portfolio in Q2 2017, its #135 holding.
  • Independent Portfolio Consultants first reported a position in Pfizer in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's Pfizer position peaked at $1.9M in Q2 2015.
  • 2,050 funds tracked by Wall St. Rank held Pfizer as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.