Vector Wealth Management’s Pfizer PFE Stock Holding History

Vector 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
2016 Q4	$753K	Sell	24,417 -20	-0.1%	-$611	0.53%	30
2016 Q3	$785K	Buy	24,437 +2,519	+11%	+$84.2K	0.54%	27
2016 Q2	$732K	Buy	21,918 +552	+3%	+$17.6K	0.5%	33
2016 Q1	$601K	Buy	21,366 +40	+0.2%	+$1.14K	0.45%	32
2015 Q4	$653K	Buy	21,326 +154	+0.7%	+$4.84K	0.51%	28
2015 Q3	$658K	Buy	21,172 +1,188	+6%	+$38.1K	0.52%	27
2015 Q2	$635K	Sell	19,984 -277	-1%	-$9.03K	0.5%	27
2015 Q1	$669K	Sell	20,261 -100	-0.5%	-$3.18K	0.54%	21
2014 Q4	$601K	Sell	20,361 -1,098	-5%	-$31.5K	0.45%	23
2014 Q3	$602K	Buy	21,459 +484	+2%	+$13.6K	0.44%	23
2014 Q2	$590K	Buy	20,975 +1,003	+5%	+$28.6K	0.43%	21
2014 Q1	$609K	Sell	19,972 -2,417	-11%	-$72.1K	0.44%	20
2013 Q4	$650K	Sell	22,389 -148	-0.7%	-$4.31K	0.46%	20
2013 Q3	$614K	Sell	22,537 -785	-3%	-$21.4K	0.45%	23
2013 Q2	$620K	Buy	+23,322	New	+$644K	0.45%	23

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

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

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

BFA

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Vector Wealth Management's PFE Position: Q4 2016 in Review

Vector Wealth Management reduced its Pfizer (PFE) stake by 0.08% in Q4 2016, selling an estimated $611 and leaving 24,417 shares worth $753K. The position accounts for 0.53% of the portfolio, ranked #30.

Vector Wealth Management first reported a position in PFE in Q2 2013 and has held it in 15 quarters since. The position peaked at $785K in Q3 2016. 2,059 funds tracked by Wall St. Rank hold PFE as of Q4 2016.

Vector Wealth Management held 24,417 shares of Pfizer worth $753K as of Q4 2016.
Vector Wealth Management sold 20 Pfizer shares in Q4 2016, an estimated $611.
Pfizer made up 0.53% of Vector Wealth Management's portfolio in Q4 2016, its #30 holding.
Vector Wealth Management first reported a position in Pfizer in Q2 2013 and has held it in 15 quarters since.
Vector Wealth Management's Pfizer position peaked at $785K in Q3 2016.
2,059 funds tracked by Wall St. Rank held Pfizer as of Q4 2016.

Based on Vector Wealth Management's 13F filing for Q4 2016, filed 7 Feb 2017.