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

Mariner Wealth Advisors (Madison)’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
2013
Q3 		$627K Buy
22,993
+250
+1% +$6.8K 0.25% 41
2013
Q2 		$604K Buy
+22,743
New +$628K 0.27% 33

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 $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s PFE Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) increased its Pfizer (PFE) stake by 1.1% in Q3 2013, buying an estimated $6.8K and bringing the position to 22,993 shares worth $627K. The position accounts for 0.25% of the portfolio, ranked #41.

Mariner Wealth Advisors (Madison) first reported a position in PFE in Q2 2013 and has held it in 2 quarters since. 1,606 funds tracked by Wall St. Rank hold PFE as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 22,993 shares of Pfizer worth $627K as of Q3 2013.
  • Mariner Wealth Advisors (Madison) bought 250 Pfizer shares in Q3 2013, an estimated $6.8K.
  • Pfizer made up 0.25% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #41 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in Pfizer in Q2 2013 and has held it in 2 quarters since.
  • 1,606 funds tracked by Wall St. Rank held Pfizer as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.