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McNamara Financial Services’s Pfizer PFE Stock Holding History

McNamara Financial Services’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
2015
Q1 		– Sell
-5,228
Closed -$155K – 134
2014
Q4 		$155K Buy
+5,228
New +$150K 0.14% 72

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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

McNamara Financial Services's PFE Position: Q1 2015 in Review

McNamara Financial Services sold out of Pfizer (PFE) in Q1 2015, closing a stake of 5,228 shares — an estimated $155K sold.

McNamara Financial Services first reported a position in PFE in Q4 2014 and held it in 1 quarter. The position peaked at $155K in Q4 2014. 1,875 funds tracked by Wall St. Rank hold PFE as of Q1 2015.

  • McNamara Financial Services reported no remaining Pfizer position as of Q1 2015 after selling out during the quarter.
  • McNamara Financial Services sold 5,228 Pfizer shares in Q1 2015, an estimated $155K.
  • McNamara Financial Services first reported a position in Pfizer in Q4 2014 and held it in 1 quarter.
  • McNamara Financial Services's Pfizer position peaked at $155K in Q4 2014.
  • 1,875 funds tracked by Wall St. Rank held Pfizer as of Q1 2015.

Based on McNamara Financial Services's 13F filing for Q1 2015, filed 28 Apr 2015.