Robertson Stephens Advisors’s Pfizer PFE Stock Holding History

Robertson Stephens 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
2017 Q1	–	Sell	-13,014	Closed	-$401K	–	123
2016 Q4	$401K	Buy	+13,014	New	+$397K	0.23%	91

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Norges Bank Oslo, Norway $935B AUM

Robertson Stephens Advisors's PFE Position: Q1 2017 in Review

Robertson Stephens Advisors sold out of Pfizer (PFE) in Q1 2017, closing a stake of 13,014 shares — an estimated $401K sold.

Robertson Stephens Advisors first reported a position in PFE in Q4 2016 and held it in 1 quarter. The position peaked at $401K in Q4 2016. 2,074 funds tracked by Wall St. Rank hold PFE as of Q1 2017.

Robertson Stephens Advisors reported no remaining Pfizer position as of Q1 2017 after selling out during the quarter.
Robertson Stephens Advisors sold 13,014 Pfizer shares in Q1 2017, an estimated $401K.
Robertson Stephens Advisors first reported a position in Pfizer in Q4 2016 and held it in 1 quarter.
Robertson Stephens Advisors's Pfizer position peaked at $401K in Q4 2016.
2,074 funds tracked by Wall St. Rank held Pfizer as of Q1 2017.

Based on Robertson Stephens Advisors's 13F filing for Q1 2017, filed 12 May 2017.