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Strategic Wealth Management’s Pfizer PFE Stock Holding History

Strategic Wealth Management’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
2014
Q4 		– Sell
-22,489
Closed -$631K – 57
2014
Q3 		$631K Buy
+22,489
New +$631K 0.66% 35

Other funds holding PFE

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Strategic Wealth Management's PFE Position: Q4 2014 in Review

Strategic Wealth Management sold out of Pfizer (PFE) in Q4 2014, closing a stake of 22,489 shares — an estimated $631K sold.

Strategic Wealth Management first reported a position in PFE in Q3 2014 and held it in 1 quarter. The position peaked at $631K in Q3 2014. 1,860 funds tracked by Wall St. Rank hold PFE as of Q4 2014.

  • Strategic Wealth Management reported no remaining Pfizer position as of Q4 2014 after selling out during the quarter.
  • Strategic Wealth Management sold 22,489 Pfizer shares in Q4 2014, an estimated $631K.
  • Strategic Wealth Management first reported a position in Pfizer in Q3 2014 and held it in 1 quarter.
  • Strategic Wealth Management's Pfizer position peaked at $631K in Q3 2014.
  • 1,860 funds tracked by Wall St. Rank held Pfizer as of Q4 2014.

Based on Strategic Wealth Management's 13F filing for Q4 2014, filed 26 Jan 2015.