Opus Point Partners Management’s Pfizer PFE Stock Holding History

Opus Point Partners 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	–	Sell	-118,364	Closed	-$4.07M	–	60
2017 Q4	$4.07M	Hold	118,364	–	–	3.52%	11
2017 Q3	$4.01M	Hold	118,364	–	–	3.6%	9
2017 Q2	$3.77M	Hold	118,364	–	–	3.46%	11
2017 Q1	$3.84M	Hold	118,364	–	–	2.85%	12
2016 Q4	$3.65M	Hold	118,364	–	–	2.91%	8
2016 Q3	$3.8M	Hold	118,364	–	–	2.13%	10
2016 Q2	$3.95M	Buy	118,364 +2,424	+2%	+$77.4K	3.82%	5
2016 Q1	$3.26M	Buy	+115,940	New	+$3.31M	2.52%	18

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

Opus Point Partners Management's PFE Position: Q1 2018 in Review

Opus Point Partners Management sold out of Pfizer (PFE) in Q1 2018, closing a stake of 118,364 shares — an estimated $4.07M sold.

Opus Point Partners Management first reported a position in PFE in Q1 2016 and held it in 8 quarters. The position peaked at $4.07M in Q4 2017. 2,229 funds tracked by Wall St. Rank hold PFE as of Q1 2018.

Opus Point Partners Management reported no remaining Pfizer position as of Q1 2018 after selling out during the quarter.
Opus Point Partners Management sold 118,364 Pfizer shares in Q1 2018, an estimated $4.07M.
Opus Point Partners Management first reported a position in Pfizer in Q1 2016 and held it in 8 quarters.
Opus Point Partners Management's Pfizer position peaked at $4.07M in Q4 2017.
2,229 funds tracked by Wall St. Rank held Pfizer as of Q1 2018.

Based on Opus Point Partners Management's 13F filing for Q1 2018, filed 15 May 2018.