Vontobel Swiss Wealth Advisors’s Pfizer PFE Stock Holding History

Vontobel Swiss Wealth 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
2018 Q4	–	Sell	-7,457	Closed	-$312K	–	90
2018 Q3	$312K	Sell	7,457 -111	-1%	-$4.27K	0.18%	62
2018 Q2	$260K	Hold	7,568	–	–	0.15%	67
2018 Q1	$255K	Hold	7,568	–	–	0.13%	74
2017 Q4	$260K	Hold	7,568	–	–	0.15%	71
2017 Q3	$256K	Sell	7,568 -495	-6%	-$15.9K	0.16%	62
2017 Q2	$257K	Sell	8,063 -4,827	-37%	-$152K	0.16%	56
2017 Q1	$418K	Sell	12,890 -812	-6%	-$25.6K	0.23%	49
2016 Q4	$422K	Sell	13,702 -7,294	-35%	-$223K	0.26%	49
2016 Q3	$675K	Sell	20,996 -2,318	-10%	-$77.5K	0.36%	43
2016 Q2	$701K	Sell	23,314 -66,035	-74%	-$2.11M	0.42%	46
2016 Q1	$2.51M	Buy	89,349 +20,406	+30%	+$583K	1.34%	30
2015 Q4	$2.11M	Buy	68,943 +6,113	+10%	+$192K	1.24%	30
2015 Q3	$1.83M	Sell	62,830 -15,829	-20%	-$508K	1.26%	30
2015 Q2	$2.25M	Buy	78,659 +18,478	+31%	+$602K	1.5%	25
2015 Q1	$1.99M	Buy	60,181 +59,001	+5,000%	+$1.88M	1.35%	27
2014 Q4	$35K	Buy	+1,180	New	+$33.8K	0.03%	59

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Vontobel Swiss Wealth Advisors's PFE Position: Q4 2018 in Review

Vontobel Swiss Wealth Advisors sold out of Pfizer (PFE) in Q4 2018, closing a stake of 7,457 shares — an estimated $312K sold.

Vontobel Swiss Wealth Advisors first reported a position in PFE in Q4 2014 and held it in 16 quarters. The position peaked at $2.51M in Q1 2016. 2,404 funds tracked by Wall St. Rank hold PFE as of Q4 2018.

Vontobel Swiss Wealth Advisors reported no remaining Pfizer position as of Q4 2018 after selling out during the quarter.
Vontobel Swiss Wealth Advisors sold 7,457 Pfizer shares in Q4 2018, an estimated $312K.
Vontobel Swiss Wealth Advisors first reported a position in Pfizer in Q4 2014 and held it in 16 quarters.
Vontobel Swiss Wealth Advisors's Pfizer position peaked at $2.51M in Q1 2016.
2,404 funds tracked by Wall St. Rank held Pfizer as of Q4 2018.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.