Patriot Wealth Management’s Pfizer PFE Stock Holding History

Patriot 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 Q4	$10.3M	Sell	249,560 -7,064	-3%	-$293K	1.51%	20
2018 Q3	$10.7M	Buy	256,624 +5,344	+2%	+$206K	1.35%	20
2018 Q2	$8.65M	Buy	251,280 +5,779	+2%	+$197K	1.19%	26
2018 Q1	$8.27M	Buy	245,501 +5,285	+2%	+$182K	1.18%	26
2017 Q4	$8.26M	Buy	240,216 +3,440	+1%	+$117K	1.17%	29
2017 Q3	$8.02M	Buy	236,776 +1,008	+0.4%	+$32.4K	1.3%	25
2017 Q2	$7.51M	Buy	235,768 +7,475	+3%	+$236K	1.26%	23
2017 Q1	$7.41M	Buy	228,293 +4,892	+2%	+$154K	1.19%	28
2016 Q4	$6.88M	Sell	223,401 -1,575	-0.7%	-$48.1K	1.3%	28
2016 Q3	$7.23M	Sell	224,976 -6,596	-3%	-$221K	1.4%	22
2016 Q2	$7.74M	Buy	231,572 +6,081	+3%	+$194K	1.53%	17
2016 Q1	$6.34M	Buy	225,491 +3,565	+2%	+$102K	1.28%	28
2015 Q4	$6.8M	Sell	221,926 -365	-0.2%	-$11.5K	1.41%	24
2015 Q3	$6.62M	Buy	222,291 +7,369	+3%	+$236K	1.53%	20
2015 Q2	$6.84M	Buy	214,922 +2,265	+1%	+$73.8K	1.52%	20
2015 Q1	$7.02M	Buy	212,657 +6,407	+3%	+$204K	1.56%	20
2014 Q4	$6.1M	Buy	206,250 +4,551	+2%	+$130K	1.43%	23
2014 Q3	$5.66M	Buy	201,699 +5,365	+3%	+$151K	1.4%	22
2014 Q2	$5.53M	Buy	196,334 +1,376	+0.7%	+$39.2K	1.4%	25
2014 Q1	$5.94M	Buy	194,958 +3,912	+2%	+$117K	1.59%	21
2013 Q4	$5.55M	Buy	+191,046	New	+$5.56M	1.53%	25

Other funds holding PFE

BlackRock New York $5.7T 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

Capital World Investors

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

T. Rowe Price Associates

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of America

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

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

Wellington Management Group

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

Geode Capital Management

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