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Planning Solutions Group’s Pfizer PFE Stock Holding History

Planning Solutions Group’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
2019
Q2 		$942K Sell
22,917
-5,369
-19% -$213K 0.48% 39
2019
Q1 		$1.14M Buy
28,286
+196
+0.7% +$7.85K 0.61% 33
2018
Q4 		$1.16M Buy
+28,090
New +$1.17M 0.71% 26

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Planning Solutions Group's PFE Position: Q2 2019 in Review

Planning Solutions Group reduced its Pfizer (PFE) stake by 19% in Q2 2019, selling an estimated $213K and leaving 22,917 shares worth $942K. The position accounts for 0.48% of the portfolio, ranked #39.

Planning Solutions Group first reported a position in PFE in Q4 2018 and has held it in 3 quarters since. The position peaked at $1.16M in Q4 2018. 2,378 funds tracked by Wall St. Rank hold PFE as of Q2 2019.

  • Planning Solutions Group held 22,917 shares of Pfizer worth $942K as of Q2 2019.
  • Planning Solutions Group sold 5,369 Pfizer shares in Q2 2019, an estimated $213K.
  • Pfizer made up 0.48% of Planning Solutions Group's portfolio in Q2 2019, its #39 holding.
  • Planning Solutions Group first reported a position in Pfizer in Q4 2018 and has held it in 3 quarters since.
  • Planning Solutions Group's Pfizer position peaked at $1.16M in Q4 2018.
  • 2,378 funds tracked by Wall St. Rank held Pfizer as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.