Stanford Investment Group’s Pfizer PFE Stock Holding History

Stanford Investment 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
2017 Q1	–	Sell	-4,563	Closed	-$141K	–	200
2016 Q4	$141K	Buy	4,563 +481	+12%	+$14.7K	0.07%	69
2016 Q3	$131K	Buy	4,082 +28	+0.7%	+$936	0.06%	80
2016 Q2	$135K	Hold	4,054	–	–	0.07%	75
2016 Q1	$114K	Hold	4,054	–	–	0.06%	84
2015 Q4	$124K	Sell	4,054 -466	-10%	-$14.7K	0.07%	80
2015 Q3	$135K	Hold	4,520	–	–	0.1%	67
2015 Q2	$144K	Hold	4,520	–	–	0.11%	72
2015 Q1	$149K	Hold	4,520	–	–	0.12%	69
2014 Q4	$134K	Buy	+4,520	New	+$130K	0.11%	77

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Stanford Investment Group's PFE Position: Q1 2017 in Review

Stanford Investment Group sold out of Pfizer (PFE) in Q1 2017, closing a stake of 4,563 shares — an estimated $141K sold.

Stanford Investment Group first reported a position in PFE in Q4 2014 and held it in 9 quarters. The position peaked at $149K in Q1 2015. 2,075 funds tracked by Wall St. Rank hold PFE as of Q1 2017.

Stanford Investment Group reported no remaining Pfizer position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 4,563 Pfizer shares in Q1 2017, an estimated $141K.
Stanford Investment Group first reported a position in Pfizer in Q4 2014 and held it in 9 quarters.
Stanford Investment Group's Pfizer position peaked at $149K in Q1 2015.
2,075 funds tracked by Wall St. Rank held Pfizer as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.