Lau Associates’s Pfizer PFE Stock Holding History

Lau Associates’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
2019 Q1	–	Sell	-7,665	Closed	-$317K	–	100
2018 Q4	$317K	Buy	+7,665	New	+$318K	0.18%	77
2014 Q1	–	Sell	-11,657	Closed	-$339K	–	66
2013 Q4	$339K	Hold	11,657	–	–	0.3%	54
2013 Q3	$318K	Sell	11,657 -527	-4%	-$14.3K	0.26%	53
2013 Q2	$324K	Buy	+12,184	New	+$337K	0.27%	53

Other funds holding PFE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lau Associates's PFE Position: Q1 2019 in Review

Lau Associates sold out of Pfizer (PFE) in Q1 2019, closing a stake of 7,665 shares — an estimated $317K sold.

Lau Associates first reported a position in PFE in Q2 2013 and held it in 4 quarters. The position peaked at $339K in Q4 2013. 2,391 funds tracked by Wall St. Rank hold PFE as of Q1 2019.

Lau Associates reported no remaining Pfizer position as of Q1 2019 after selling out during the quarter.
Lau Associates sold 7,665 Pfizer shares in Q1 2019, an estimated $317K.
Lau Associates first reported a position in Pfizer in Q2 2013 and held it in 4 quarters.
Lau Associates's Pfizer position peaked at $339K in Q4 2013.
2,391 funds tracked by Wall St. Rank held Pfizer as of Q1 2019.

Based on Lau Associates's 13F filing for Q1 2019, filed 6 May 2019.