Oak Point Wealth Management’s Pfizer PFE Stock Holding History

Oak Point Wealth 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
2018 Q1	$563K	Buy	16,888 +12,076	+251%	+$415K	0.57%	54
2017 Q4	$165K	Buy	+4,812	New	+$164K	0.16%	105

Other funds holding PFE

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Oak Point Wealth Management's PFE Position: Q1 2018 in Review

Oak Point Wealth Management increased its Pfizer (PFE) stake by 251% in Q1 2018, buying an estimated $415K and bringing the position to 16,888 shares worth $563K. The position accounts for 0.57% of the portfolio, ranked #54.

Oak Point Wealth Management first reported a position in PFE in Q4 2017 and has held it in 2 quarters since. 2,230 funds tracked by Wall St. Rank hold PFE as of Q1 2018.

Oak Point Wealth Management held 16,888 shares of Pfizer worth $563K as of Q1 2018.
Oak Point Wealth Management bought 12,076 Pfizer shares in Q1 2018, an estimated $415K.
Pfizer made up 0.57% of Oak Point Wealth Management's portfolio in Q1 2018, its #54 holding.
Oak Point Wealth Management first reported a position in Pfizer in Q4 2017 and has held it in 2 quarters since.
2,230 funds tracked by Wall St. Rank held Pfizer as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.