Tillar-Wenstrup Advisors’s Pfizer PFE Stock Holding History

Tillar-Wenstrup 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
2016 Q1	–	Sell	-67,534	Closed	-$2.07M	–	50
2015 Q4	$2.07M	Sell	67,534 -1,059	-2%	-$33.3K	2.05%	22
2015 Q3	$2.04M	Sell	68,593 -2,514	-4%	-$80.6K	2.05%	24
2015 Q2	$2.26M	Sell	71,107 -1,729	-2%	-$56.4K	2.05%	20
2015 Q1	$2.4M	Buy	72,836 +727	+1%	+$23.1K	2.35%	17
2014 Q4	$2.13M	Sell	72,109 -817	-1%	-$23.4K	2.06%	28
2014 Q3	$2.05M	Sell	72,926 -380	-0.5%	-$10.7K	1.89%	31
2014 Q2	$2.06M	Buy	73,306 +274	+0.4%	+$7.81K	1.66%	34
2014 Q1	$2.23M	Buy	73,032 +2,272	+3%	+$67.7K	2.02%	22
2013 Q4	$2.06M	Buy	+70,760	New	+$2.06M	2.12%	24

Other funds holding PFE

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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

Tillar-Wenstrup Advisors's PFE Position: Q1 2016 in Review

Tillar-Wenstrup Advisors sold out of Pfizer (PFE) in Q1 2016, closing a stake of 67,534 shares — an estimated $2.07M sold.

Tillar-Wenstrup Advisors first reported a position in PFE in Q4 2013 and held it in 9 quarters. The position peaked at $2.4M in Q1 2015. 1,967 funds tracked by Wall St. Rank hold PFE as of Q1 2016.

Tillar-Wenstrup Advisors reported no remaining Pfizer position as of Q1 2016 after selling out during the quarter.
Tillar-Wenstrup Advisors sold 67,534 Pfizer shares in Q1 2016, an estimated $2.07M.
Tillar-Wenstrup Advisors first reported a position in Pfizer in Q4 2013 and held it in 9 quarters.
Tillar-Wenstrup Advisors's Pfizer position peaked at $2.4M in Q1 2015.
1,967 funds tracked by Wall St. Rank held Pfizer as of Q1 2016.

Based on Tillar-Wenstrup Advisors's 13F filing for Q1 2016, filed 4 May 2016.