Shine Investment Advisory Services’s Pfizer PFE Stock Holding History

Shine Investment 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	$149K	Sell	4,286 -901	-17%	-$31.6K	0.05%	153
2020 Q2	$161K	Hold	5,187	–	–	0.06%	137
2020 Q1	$161K	Sell	5,187 -416	-7%	-$14.2K	0.07%	124
2019 Q4	$208K	Sell	5,603 -71	-1%	-$2.53K	0.08%	121
2019 Q3	$193K	Buy	5,674 +209	+4%	+$7.6K	0.09%	113
2019 Q2	$225K	Hold	5,465	–	–	0.1%	108
2019 Q1	$220K	Hold	5,465	–	–	0.1%	110
2018 Q4	$226K	Hold	5,465	–	–	0.11%	98
2018 Q3	$229K	Sell	5,465 -30	-0.5%	-$1.16K	0.12%	97
2018 Q2	$189K	Sell	5,495 -329	-6%	-$11.2K	0.1%	110
2018 Q1	$196K	Sell	5,824 -218	-4%	-$7.49K	0.1%	102
2017 Q4	$208K	Sell	6,042 -2,197	-27%	-$74.9K	0.1%	101
2017 Q3	$279K	Buy	8,239 +5,041	+158%	+$162K	0.15%	79
2017 Q2	$102K	Buy	+3,198	New	+$101K	0.05%	149

Other funds holding PFE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Shine Investment Advisory Services's PFE Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its Pfizer (PFE) stake by 17% in Q3 2020, selling an estimated $31.6K and leaving 4,286 shares worth $149K. The position accounts for 0.05% of the portfolio, ranked #153.

Shine Investment Advisory Services first reported a position in PFE in Q2 2017 and has held it in 14 quarters since. The position peaked at $279K in Q3 2017. 2,509 funds tracked by Wall St. Rank hold PFE as of Q3 2020.

Shine Investment Advisory Services held 4,286 shares of Pfizer worth $149K as of Q3 2020.
Shine Investment Advisory Services sold 901 Pfizer shares in Q3 2020, an estimated $31.6K.
Pfizer made up 0.05% of Shine Investment Advisory Services's portfolio in Q3 2020, its #153 holding.
Shine Investment Advisory Services first reported a position in Pfizer in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Pfizer position peaked at $279K in Q3 2017.
2,509 funds tracked by Wall St. Rank held Pfizer as of Q3 2020.

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