MWP
PFE icon

MYCIO Wealth Partners’s Pfizer PFE Stock Holding History

MYCIO Wealth Partners’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
2020
Q1 		– Sell
-58,898
Closed -$2.19M – 284
2019
Q4 		$2.19M Sell
58,898
-474
-0.8% -$16.9K 0.14% 71
2019
Q3 		$2.02M Sell
59,372
-350
-0.6% -$12.7K 0.15% 62
2019
Q2 		$2.46M Buy
59,722
+9,828
+20% +$390K 0.19% 53
2019
Q1 		$2.01M Buy
49,894
+312
+0.6% +$12.5K 0.17% 56
2018
Q4 		$2.05M Buy
49,582
+361
+0.7% +$15K 0.19% 53
2018
Q3 		$2.06M Buy
49,221
+2,444
+5% +$94.1K 0.2% 51
2018
Q2 		$1.61M Buy
46,777
+225
+0.5% +$7.69K 0.17% 57
2018
Q1 		$1.57M Buy
46,552
+80
+0.2% +$2.75K 0.18% 51
2017
Q4 		$1.6M Sell
46,472
-975
-2% -$33.2K 0.17% 51
2017
Q3 		$1.61M Sell
47,447
-524
-1% -$16.8K 0.18% 55
2017
Q2 		$1.53M Buy
47,971
+1,079
+2% +$34K 0.18% 57
2017
Q1 		$1.52M Sell
46,892
-927
-2% -$29.2K 0.19% 56
2016
Q4 		$1.47M Buy
47,819
+2,776
+6% +$84.7K 0.2% 52
2016
Q3 		$1.45M Buy
45,043
+2,396
+6% +$80.1K 0.24% 39
2016
Q2 		$1.43M Sell
42,647
-15,825
-27% -$505K 0.24% 37
2016
Q1 		$1.64M Buy
58,472
+23,230
+66% +$664K 0.29% 36
2015
Q4 		$1.08M Buy
35,242
+1,924
+6% +$60.5K 0.19% 52
2015
Q3 		$993K Buy
33,318
+2,419
+8% +$77.6K 0.2% 46
2015
Q2 		$983K Buy
30,899
+74
+0.2% +$2.41K 0.19% 53
2015
Q1 		$1.02M Buy
30,825
+4,039
+15% +$128K 0.21% 48
2014
Q4 		$792K Buy
26,786
+2,741
+11% +$78.6K 0.17% 59
2014
Q3 		$675K Buy
24,045
+1,056
+5% +$29.6K 0.16% 60
2014
Q2 		$647K Buy
22,989
+142
+0.6% +$4.05K 0.15% 65
2014
Q1 		$696K Buy
22,847
+5
+0% +$149 0.17% 59
2013
Q4 		$664K Buy
22,842
+1,058
+5% +$30.8K 0.16% 62
2013
Q3 		$594K Buy
21,784
+2,956
+16% +$80.4K 0.16% 61
2013
Q2 		$500K Buy
+18,828
New +$520K 0.14% 66

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

MYCIO Wealth Partners's PFE Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Pfizer (PFE) in Q1 2020, closing a stake of 58,898 shares — an estimated $2.19M sold.

MYCIO Wealth Partners first reported a position in PFE in Q2 2013 and held it in 27 quarters. The position peaked at $2.46M in Q2 2019. 2,437 funds tracked by Wall St. Rank hold PFE as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining Pfizer position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 58,898 Pfizer shares in Q1 2020, an estimated $2.19M.
  • MYCIO Wealth Partners first reported a position in Pfizer in Q2 2013 and held it in 27 quarters.
  • MYCIO Wealth Partners's Pfizer position peaked at $2.46M in Q2 2019.
  • 2,437 funds tracked by Wall St. Rank held Pfizer as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.