PIA
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Peachtree Investment Advisors’s Pfizer PFE Stock Holding History

Peachtree Investment Advisors’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 		$863K Buy
20,839
+4,085
+24% +$170K 0.67% 33
2018
Q3 		$701K Buy
16,754
+632
+4% +$24.3K 0.48% 38
2018
Q2 		$555K Buy
16,122
+1,618
+11% +$55.3K 0.4% 48
2018
Q1 		$488K Buy
14,504
+2,993
+26% +$103K 0.37% 49
2017
Q4 		$396K Buy
11,511
+3,136
+37% +$107K 0.3% 65
2017
Q3 		$284K Sell
8,375
-738
-8% -$23.7K 0.24% 71
2017
Q2 		$290K Buy
9,113
+1,191
+15% +$37.6K 0.25% 74
2017
Q1 		$257K Buy
7,922
+106
+1% +$3.34K 0.24% 77
2016
Q4 		$241K Hold
7,816
– – 0.24% 85
2016
Q3 		$251K Hold
7,816
– – 0.25% 78
2016
Q2 		$261K Hold
7,816
– – 0.27% 81
2016
Q1 		$220K Hold
7,816
– – 0.22% 85
2015
Q4 		$239K Buy
7,816
+910
+13% +$28.6K 0.25% 85
2015
Q3 		$206K Sell
6,906
-651
-9% -$20.9K 0.21% 100
2015
Q2 		$240K Buy
7,557
+7
+0.1% +$228 0.18% 109
2015
Q1 		$249K Sell
7,550
-1,730
-19% -$55K 0.18% 113
2014
Q4 		$274K Sell
9,280
-4,768
-34% -$137K 0.18% 122
2014
Q3 		$394K Buy
14,048
+1,222
+10% +$34.3K 0.26% 98
2014
Q2 		$361K Sell
12,826
-43
-0.3% -$1.23K 0.24% 98
2014
Q1 		$392K Sell
12,869
-356
-3% -$10.6K 0.27% 93
2013
Q4 		$384K Buy
+13,225
New +$385K 0.26% 95

Other funds holding PFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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 $1.56T 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
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

Peachtree Investment Advisors's PFE Position: Q4 2018 in Review

Peachtree Investment Advisors increased its Pfizer (PFE) stake by 24% in Q4 2018, buying an estimated $170K and bringing the position to 20,839 shares worth $863K. The position accounts for 0.67% of the portfolio, ranked #33.

Peachtree Investment Advisors first reported a position in PFE in Q4 2013 and has held it in 21 quarters since. 2,403 funds tracked by Wall St. Rank hold PFE as of Q4 2018.

  • Peachtree Investment Advisors held 20,839 shares of Pfizer worth $863K as of Q4 2018.
  • Peachtree Investment Advisors bought 4,085 Pfizer shares in Q4 2018, an estimated $170K.
  • Pfizer made up 0.67% of Peachtree Investment Advisors's portfolio in Q4 2018, its #33 holding.
  • Peachtree Investment Advisors first reported a position in Pfizer in Q4 2013 and has held it in 21 quarters since.
  • 2,403 funds tracked by Wall St. Rank held Pfizer as of Q4 2018.

Based on Peachtree Investment Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.