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Mariner Wealth Advisors (Cincinnati)’s Pfizer PFE Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
Q3 		$8.09M Buy
193,389
+6,722
+4% +$259K 0.45% 61
2018
Q2 		$6.42M Sell
186,667
-11,692
-6% -$400K 0.38% 65
2018
Q1 		$6.68M Buy
198,359
+16,409
+9% +$564K 0.41% 57
2017
Q4 		$6.25M Buy
181,950
+5,280
+3% +$180K 0.38% 65
2017
Q3 		$5.98M Buy
176,670
+10,980
+7% +$353K 0.39% 62
2017
Q2 		$5.28M Sell
165,690
-4,849
-3% -$153K 0.37% 65
2017
Q1 		$5.54M Buy
170,539
+23,073
+16% +$727K 0.4% 64
2016
Q4 		$4.54M Buy
147,466
+4,027
+3% +$123K 0.35% 69
2016
Q3 		$4.61M Buy
143,439
+4,350
+3% +$145K 0.39% 65
2016
Q2 		$4.65M Buy
139,089
+7,369
+6% +$235K 0.42% 65
2016
Q1 		$3.7M Buy
131,720
+31,540
+31% +$901K 0.36% 65
2015
Q4 		$3.07M Buy
+100,180
New +$3.15M 0.3% 68
2015
Q1 		$1.06M Sell
32,089
-10,186
-24% -$324K 0.15% 75
2014
Q4 		$1.25M Buy
42,275
+17,018
+67% +$488K 0.18% 67
2014
Q3 		$709K Buy
25,257
+1,938
+8% +$54.4K 0.11% 79
2014
Q2 		$657K Buy
23,319
+179
+0.8% +$5.1K 0.1% 77
2014
Q1 		$705K Buy
23,140
+1,658
+8% +$49.4K 0.11% 75
2013
Q4 		$624K Buy
21,482
+4,228
+25% +$123K 0.1% 80
2013
Q3 		$470K Buy
17,254
+932
+6% +$25.4K 0.09% 85
2013
Q2 		$434K Buy
+16,322
New +$451K 0.09% 83

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Mariner Wealth Advisors (Cincinnati)'s PFE Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) increased its Pfizer (PFE) stake by 3.6% in Q3 2018, buying an estimated $259K and bringing the position to 193,389 shares worth $8.09M. The position accounts for 0.45% of the portfolio, ranked #61.

Mariner Wealth Advisors (Cincinnati) first reported a position in PFE in Q2 2013 and has held it in 20 quarters since. 2,256 funds tracked by Wall St. Rank hold PFE as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 193,389 shares of Pfizer worth $8.09M as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) bought 6,722 Pfizer shares in Q3 2018, an estimated $259K.
  • Pfizer made up 0.45% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #61 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Pfizer in Q2 2013 and has held it in 20 quarters since.
  • 2,256 funds tracked by Wall St. Rank held Pfizer as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.