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New England Private Wealth Advisors’s Pfizer PFE Stock Holding History

New England Private Wealth Advisors’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
2019
Q4 		– Sell
-18,880
Closed -$644K – 140
2019
Q3 		$644K Buy
18,880
+44
+0.2% +$1.6K 0.16% 82
2019
Q2 		$775K Sell
18,836
-2,172
-10% -$86.2K 0.19% 74
2019
Q1 		$845K Buy
21,008
+872
+4% +$34.9K 0.22% 62
2018
Q4 		$832K Buy
20,136
+2,857
+17% +$119K 0.24% 58
2018
Q3 		$724K Sell
17,279
-893
-5% -$34.4K 0.19% 72
2018
Q2 		$628K Buy
18,172
+26
+0.1% +$889 0.18% 75
2018
Q1 		$612K Buy
18,146
+1,607
+10% +$55.2K 0.17% 79
2017
Q4 		$568K Sell
16,539
-583
-3% -$19.9K 0.16% 83
2017
Q3 		$578K Sell
17,122
-80
-0.5% -$2.57K 0.17% 77
2017
Q2 		$550K Buy
17,202
+2,685
+18% +$84.7K 0.17% 79
2017
Q1 		$472K Sell
14,517
-6,192
-30% -$195K 0.15% 81
2016
Q4 		$641K Buy
20,709
+722
+4% +$22K 0.22% 61
2016
Q3 		$642K Buy
19,987
+873
+5% +$29.2K 0.23% 63
2016
Q2 		$639K Buy
19,114
+81
+0.4% +$2.58K 0.24% 58
2016
Q1 		$535K Buy
19,033
+825
+5% +$23.6K 0.22% 63
2015
Q4 		$558K Sell
18,208
-1,565
-8% -$49.2K 0.22% 63
2015
Q3 		$590K Buy
19,773
+87
+0.4% +$2.79K 0.25% 54
2015
Q2 		$627K Sell
19,686
-1,223
-6% -$39.9K 0.24% 57
2015
Q1 		$687K Buy
20,909
+3,288
+19% +$105K 0.27% 53
2014
Q4 		$523K Buy
17,621
+2,175
+14% +$62.4K 0.21% 62
2014
Q3 		$433K Buy
15,446
+1,443
+10% +$40.5K 0.17% 67
2014
Q2 		$395K Buy
14,003
+71
+0.5% +$2.02K 0.16% 71
2014
Q1 		$425K Buy
13,932
+2,208
+19% +$65.8K 0.18% 64
2013
Q4 		$341K Buy
11,724
+1,583
+16% +$46.1K 0.15% 67
2013
Q3 		$278K Buy
10,141
+62
+0.6% +$1.69K 0.15% 61
2013
Q2 		$268K Buy
+10,079
New +$278K 0.17% 55

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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

New England Private Wealth Advisors's PFE Position: Q4 2019 in Review

New England Private Wealth Advisors sold out of Pfizer (PFE) in Q4 2019, closing a stake of 18,880 shares — an estimated $644K sold.

New England Private Wealth Advisors first reported a position in PFE in Q2 2013 and held it in 26 quarters. The position peaked at $845K in Q1 2019. 2,526 funds tracked by Wall St. Rank hold PFE as of Q4 2019.

  • New England Private Wealth Advisors reported no remaining Pfizer position as of Q4 2019 after selling out during the quarter.
  • New England Private Wealth Advisors sold 18,880 Pfizer shares in Q4 2019, an estimated $644K.
  • New England Private Wealth Advisors first reported a position in Pfizer in Q2 2013 and held it in 26 quarters.
  • New England Private Wealth Advisors's Pfizer position peaked at $845K in Q1 2019.
  • 2,526 funds tracked by Wall St. Rank held Pfizer as of Q4 2019.

Based on New England Private Wealth Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.