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Michael B. Elefante’s Pfizer PFE Stock Holding History

Michael B. Elefante’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
2014
Q4 		$269K Sell
9,085
-343
-4% -$9.84K 0.29% 66
2014
Q3 		$265K Sell
9,428
-527
-5% -$14.8K 0.11% 83
2014
Q2 		$280K Sell
9,955
-174
-2% -$4.96K 0.12% 83
2014
Q1 		$309K Sell
10,129
-1,775
-15% -$52.9K 0.13% 80
2013
Q4 		$346K Buy
11,904
+501
+4% +$14.6K 0.16% 74
2013
Q3 		$311K Buy
11,403
+3,818
+50% +$104K 0.16% 71
2013
Q2 		$202K Buy
+7,585
New +$210K 0.11% 97

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 $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Michael B. Elefante's PFE Position: Q4 2014 in Review

Michael B. Elefante reduced its Pfizer (PFE) stake by 3.6% in Q4 2014, selling an estimated $9.84K and leaving 9,085 shares worth $269K. The position accounts for 0.29% of the portfolio, ranked #66.

Michael B. Elefante first reported a position in PFE in Q2 2013 and has held it in 7 quarters since. The position peaked at $346K in Q4 2013. 1,861 funds tracked by Wall St. Rank hold PFE as of Q4 2014.

  • Michael B. Elefante held 9,085 shares of Pfizer worth $269K as of Q4 2014.
  • Michael B. Elefante sold 343 Pfizer shares in Q4 2014, an estimated $9.84K.
  • Pfizer made up 0.29% of Michael B. Elefante's portfolio in Q4 2014, its #66 holding.
  • Michael B. Elefante first reported a position in Pfizer in Q2 2013 and has held it in 7 quarters since.
  • Michael B. Elefante's Pfizer position peaked at $346K in Q4 2013.
  • 1,861 funds tracked by Wall St. Rank held Pfizer as of Q4 2014.

Based on Michael B. Elefante's 13F filing for Q4 2014, filed 13 Feb 2015.