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 $5.7T AUM 30.48% 1-Year Est. Return

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

Capital World Investors

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

T. Rowe Price Associates

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of America

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

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

Wellington Management Group

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return