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Keel Point Advisors’s Pfizer PFE Stock Holding History

Keel Point 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
2014
Q4 		$262K Buy
+8,870
New +$254K 0.21% 52

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 $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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
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

Keel Point Advisors's PFE Position: Q4 2014 in Review

Keel Point Advisors opened a new position in Pfizer (PFE) in Q4 2014: 8,870 shares worth $262K. The stake represents 0.21% of the portfolio and ranks #52 among its holdings.

1,859 funds tracked by Wall St. Rank hold PFE as of Q4 2014.

  • Keel Point Advisors held 8,870 shares of Pfizer worth $262K as of Q4 2014.
  • Pfizer was a new Keel Point Advisors position in Q4 2014.
  • Pfizer made up 0.21% of Keel Point Advisors's portfolio in Q4 2014, its #52 holding.
  • 1,859 funds tracked by Wall St. Rank held Pfizer as of Q4 2014.

Based on Keel Point Advisors's 13F filing for Q4 2014, filed 6 Feb 2015.