Partnervest Advisory Services’s Pfizer PFE Stock Holding History

Partnervest Advisory Services’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
2020 Q3	$649K	Buy	18,652 +8,169	+78%	+$286K	0.21%	89
2020 Q2	$325K	Buy	10,483 +3,132	+43%	+$106K	0.12%	140
2020 Q1	$228K	Buy	7,351 +1,304	+22%	+$44.4K	0.1%	166
2019 Q4	$225K	Sell	6,047 -2,716	-31%	-$96.7K	0.08%	195
2019 Q3	$299K	Buy	8,763 +223	+3%	+$8.11K	0.11%	171
2019 Q2	$351K	Buy	8,540 +22	+0.3%	+$874	0.14%	124
2019 Q1	$343K	Buy	8,518 +14	+0.2%	+$561	0.14%	132
2018 Q4	$352K	Sell	8,504 -751	-8%	-$31.2K	0.17%	121
2018 Q3	$387K	Buy	9,255 +1,871	+25%	+$72K	0.15%	134
2018 Q2	$254K	Sell	7,384 -15,836	-68%	-$541K	0.12%	163
2018 Q1	$782K	Buy	23,220 +129	+0.6%	+$4.43K	0.37%	57
2017 Q4	$794K	Buy	23,091 +1,469	+7%	+$50.1K	0.39%	54
2017 Q3	$732K	Sell	21,622 -41	-0.2%	-$1.32K	0.36%	61
2017 Q2	$690K	Buy	21,663 +2,149	+11%	+$67.8K	0.31%	72
2017 Q1	$633K	Buy	19,514 +2,464	+14%	+$77.7K	0.29%	73
2016 Q4	$525K	Sell	17,050 -208	-1%	-$6.35K	0.24%	83
2016 Q3	$555K	Buy	17,258 +1,971	+13%	+$65.9K	0.26%	81
2016 Q2	$511K	Buy	15,287 +1,023	+7%	+$32.6K	0.25%	88
2016 Q1	$401K	Buy	14,264 +2,343	+20%	+$66.9K	0.21%	104
2015 Q4	$365K	Buy	11,921 +303	+3%	+$9.53K	0.2%	97
2015 Q3	$346K	Sell	11,618 -6,016	-34%	-$193K	0.2%	104
2015 Q2	$561K	Sell	17,634 -628	-3%	-$20.5K	0.28%	64
2015 Q1	$603K	Buy	18,262 +2,417	+15%	+$76.8K	0.31%	59
2014 Q4	$468K	Sell	15,845 -173	-1%	-$4.96K	0.23%	76
2014 Q3	$449K	Buy	16,018 +443	+3%	+$12.4K	0.23%	77
2014 Q2	$439K	Buy	15,575 +1,769	+13%	+$50.4K	0.2%	82
2014 Q1	$421K	Buy	13,806 +580	+4%	+$17.3K	0.19%	79
2013 Q4	$384K	Sell	13,226 -2,634	-17%	-$76.7K	0.18%	94
2013 Q3	$432K	Buy	15,860 +1,669	+12%	+$45.4K	0.22%	64
2013 Q2	$377K	Buy	+14,191	New	+$392K	0.17%	59

Other funds holding PFE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Partnervest Advisory Services's PFE Position: Q3 2020 in Review

Partnervest Advisory Services increased its Pfizer (PFE) stake by 78% in Q3 2020, buying an estimated $286K and bringing the position to 18,652 shares worth $649K. The position accounts for 0.21% of the portfolio, ranked #89.

Partnervest Advisory Services first reported a position in PFE in Q2 2013 and has held it in 30 quarters since. The position peaked at $794K in Q4 2017. 2,508 funds tracked by Wall St. Rank hold PFE as of Q3 2020.

Partnervest Advisory Services held 18,652 shares of Pfizer worth $649K as of Q3 2020.
Partnervest Advisory Services bought 8,169 Pfizer shares in Q3 2020, an estimated $286K.
Pfizer made up 0.21% of Partnervest Advisory Services's portfolio in Q3 2020, its #89 holding.
Partnervest Advisory Services first reported a position in Pfizer in Q2 2013 and has held it in 30 quarters since.
Partnervest Advisory Services's Pfizer position peaked at $794K in Q4 2017.
2,508 funds tracked by Wall St. Rank held Pfizer as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.