Thomas Russo’s Pfizer PFE Stock Holding History

Thomas Russo’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
2018 Q1	–	Sell	-2,003	Closed	-$69K	–	148
2017 Q4	$69K	Buy	+2,003	New	+$68.3K	﹤0.01%	150
2016 Q3	–	Sell	-20,975	Closed	-$701K	–	105
2016 Q2	$701K	Buy	+20,975	New	+$669K	0.01%	73

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Thomas Russo's PFE Position: Q1 2018 in Review

Thomas Russo sold out of Pfizer (PFE) in Q1 2018, closing a stake of 2,003 shares — an estimated $69K sold.

Thomas Russo first reported a position in PFE in Q2 2016 and held it in 2 quarters. The position peaked at $701K in Q2 2016. 2,230 funds tracked by Wall St. Rank hold PFE as of Q1 2018.

Thomas Russo reported no remaining Pfizer position as of Q1 2018 after selling out during the quarter.
Thomas Russo sold 2,003 Pfizer shares in Q1 2018, an estimated $69K.
Thomas Russo first reported a position in Pfizer in Q2 2016 and held it in 2 quarters.
Thomas Russo's Pfizer position peaked at $701K in Q2 2016.
2,230 funds tracked by Wall St. Rank held Pfizer as of Q1 2018.

Based on Gardner Russo & Quinn's 13F filing for Q1 2018, filed 11 May 2018.