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Marshall & Sullivan’s Pfizer PFE Stock Holding History

Marshall & Sullivan’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
2016
Q2 		– Sell
-128
Closed -$4K – 60
2016
Q1 		$4K Hold
128
– – 0.01% 58
2015
Q4 		$4K Hold
128
– – 0.01% 58
2015
Q3 		$3K Buy
+128
New +$4.1K ﹤0.01% 59

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Marshall & Sullivan's PFE Position: Q2 2016 in Review

Marshall & Sullivan sold out of Pfizer (PFE) in Q2 2016, closing a stake of 128 shares — an estimated $4K sold.

Marshall & Sullivan first reported a position in PFE in Q3 2015 and held it in 3 quarters. The position peaked at $4K in Q1 2016. 1,991 funds tracked by Wall St. Rank hold PFE as of Q2 2016.

  • Marshall & Sullivan reported no remaining Pfizer position as of Q2 2016 after selling out during the quarter.
  • Marshall & Sullivan sold 128 Pfizer shares in Q2 2016, an estimated $4K.
  • Marshall & Sullivan first reported a position in Pfizer in Q3 2015 and held it in 3 quarters.
  • Marshall & Sullivan's Pfizer position peaked at $4K in Q1 2016.
  • 1,991 funds tracked by Wall St. Rank held Pfizer as of Q2 2016.

Based on Marshall & Sullivan's 13F filing for Q2 2016, filed 12 Aug 2016.