Newfound Research’s Pfizer PFE Stock Holding History

Newfound Research’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 Q1	–	Sell	-12	Closed	–	–	200
2018 Q4	$0	Hold	12	–	–	﹤0.01%	184
2018 Q3	$0	Hold	12	–	–	﹤0.01%	209
2018 Q2	$0	Hold	12	–	–	﹤0.01%	199
2018 Q1	$0	Buy	+12	New	+$413	﹤0.01%	233

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Newfound Research's PFE Position: Q1 2019 in Review

Newfound Research sold out of Pfizer (PFE) in Q1 2019, closing a stake of 12 shares.

Newfound Research first reported a position in PFE in Q1 2018 and held it in 4 quarters. The position peaked at $0 in Q4 2018. 2,392 funds tracked by Wall St. Rank hold PFE as of Q1 2019.

Newfound Research reported no remaining Pfizer position as of Q1 2019 after selling out during the quarter.
Newfound Research sold 12 Pfizer shares in Q1 2019.
Newfound Research first reported a position in Pfizer in Q1 2018 and held it in 4 quarters.
Newfound Research's Pfizer position peaked at $0 in Q4 2018.
2,392 funds tracked by Wall St. Rank held Pfizer as of Q1 2019.

Based on Newfound Research's 13F filing for Q1 2019, filed 14 May 2019.