Pacific Sun Financial’s Pfizer PFE Stock Holding History

Pacific Sun Financial’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	-49,798	Closed	-$1.71M	–	174
2017 Q4	$1.71M	Buy	+49,798	New	+$1.7M	0.94%	41

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

Pacific Sun Financial's PFE Position: Q1 2018 in Review

Pacific Sun Financial sold out of Pfizer (PFE) in Q1 2018, closing a stake of 49,798 shares — an estimated $1.71M sold.

Pacific Sun Financial first reported a position in PFE in Q4 2017 and held it in 1 quarter. The position peaked at $1.71M in Q4 2017. 2,230 funds tracked by Wall St. Rank hold PFE as of Q1 2018.

Pacific Sun Financial reported no remaining Pfizer position as of Q1 2018 after selling out during the quarter.
Pacific Sun Financial sold 49,798 Pfizer shares in Q1 2018, an estimated $1.71M.
Pacific Sun Financial first reported a position in Pfizer in Q4 2017 and held it in 1 quarter.
Pacific Sun Financial's Pfizer position peaked at $1.71M in Q4 2017.
2,230 funds tracked by Wall St. Rank held Pfizer as of Q1 2018.

Based on Pacific Sun Financial's 13F filing for Q1 2018, filed 14 May 2018.