MacGuire Cheswick & Tuttle Investment Counsel’s Pfizer PFE Stock Holding History

MacGuire Cheswick & Tuttle Investment Counsel’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 Q4	$304K	Buy	7,339 +2,269	+45%	+$94.2K	0.06%	78
2018 Q3	$212K	Buy	+5,070	New	+$195K	0.04%	92
2018 Q1	–	Sell	-7,481	Closed	-$257K	–	100
2017 Q4	$257K	Hold	7,481	–	–	0.05%	92
2017 Q3	$253K	Hold	7,481	–	–	0.05%	91
2017 Q2	$238K	Hold	7,481	–	–	0.05%	88
2017 Q1	$243K	Sell	7,481 -243	-3%	-$7.66K	0.05%	84
2016 Q4	$238K	Buy	7,724 +95	+1%	+$2.9K	0.05%	82
2016 Q3	$245K	Hold	7,629	–	–	0.05%	78
2016 Q2	$255K	Hold	7,629	–	–	0.06%	78
2016 Q1	$215K	Hold	7,629	–	–	0.05%	82
2015 Q4	$234K	Buy	7,629 +232	+3%	+$7.3K	0.05%	85
2015 Q3	$220K	Buy	7,397 +42	+0.6%	+$1.35K	0.05%	86
2015 Q2	$234K	Hold	7,355	–	–	0.05%	90
2015 Q1	$243K	Hold	7,355	–	–	0.05%	91
2014 Q4	$217K	Hold	7,355	–	–	0.05%	95
2014 Q3	$206K	Hold	7,355	–	–	0.05%	94
2014 Q2	$207K	Sell	7,355 -4,414	-38%	-$126K	0.05%	91
2014 Q1	$359K	Hold	11,769	–	–	0.09%	72
2013 Q4	$342K	Hold	11,769	–	–	0.08%	83
2013 Q3	$321K	Sell	11,769 -274	-2%	-$7.46K	0.09%	80
2013 Q2	$320K	Buy	+12,043	New	+$333K	0.09%	77

Other funds holding PFE

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

MacGuire Cheswick & Tuttle Investment Counsel's PFE Position: Q4 2018 in Review

MacGuire Cheswick & Tuttle Investment Counsel increased its Pfizer (PFE) stake by 45% in Q4 2018, buying an estimated $94.2K and bringing the position to 7,339 shares worth $304K. The position accounts for 0.06% of the portfolio, ranked #78.

MacGuire Cheswick & Tuttle Investment Counsel first reported a position in PFE in Q2 2013 and has held it in 21 quarters since. The position peaked at $359K in Q1 2014. 2,404 funds tracked by Wall St. Rank hold PFE as of Q4 2018.

MacGuire Cheswick & Tuttle Investment Counsel held 7,339 shares of Pfizer worth $304K as of Q4 2018.
MacGuire Cheswick & Tuttle Investment Counsel bought 2,269 Pfizer shares in Q4 2018, an estimated $94.2K.
Pfizer made up 0.06% of MacGuire Cheswick & Tuttle Investment Counsel's portfolio in Q4 2018, its #78 holding.
MacGuire Cheswick & Tuttle Investment Counsel first reported a position in Pfizer in Q2 2013 and has held it in 21 quarters since.
MacGuire Cheswick & Tuttle Investment Counsel's Pfizer position peaked at $359K in Q1 2014.
2,404 funds tracked by Wall St. Rank held Pfizer as of Q4 2018.

Based on MacGuire Cheswick & Tuttle Investment Counsel's 13F filing for Q4 2018, filed 11 Feb 2019.