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Merit Investment Management’s Pfizer PFE Stock Holding History

Merit Investment Management’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
Q4 		– Sell
-5,244
Closed -$143K – 49
2013
Q3 		$143K Hold
5,244
– – 0.17% 43
2013
Q2 		$139K Buy
+5,244
New +$145K 0.13% 49

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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 $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Merit Investment Management's PFE Position: Q4 2013 in Review

Merit Investment Management sold out of Pfizer (PFE) in Q4 2013, closing a stake of 5,244 shares — an estimated $143K sold.

Merit Investment Management first reported a position in PFE in Q2 2013 and held it in 2 quarters. The position peaked at $143K in Q3 2013. 1,737 funds tracked by Wall St. Rank hold PFE as of Q4 2013.

  • Merit Investment Management reported no remaining Pfizer position as of Q4 2013 after selling out during the quarter.
  • Merit Investment Management sold 5,244 Pfizer shares in Q4 2013, an estimated $143K.
  • Merit Investment Management first reported a position in Pfizer in Q2 2013 and held it in 2 quarters.
  • Merit Investment Management's Pfizer position peaked at $143K in Q3 2013.
  • 1,737 funds tracked by Wall St. Rank held Pfizer as of Q4 2013.

Based on Merit Investment Management's 13F filing for Q4 2013, filed 11 Feb 2014.