WESPAC Advisors SoCal’s Pfizer PFE Stock Holding History

WESPAC Advisors SoCal’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
2019 Q2	–	Sell	-1,751	Closed	-$70K	–	236
2019 Q1	$70K	Hold	1,751	–	–	0.04%	109
2018 Q4	$72K	Buy	1,751 +158	+10%	+$6.56K	0.05%	110
2018 Q3	$66K	Buy	+1,593	New	+$61.3K	0.03%	119
2018 Q2	–	Sell	-773	Closed	-$26K	–	203
2018 Q1	$26K	Buy	773 +602	+352%	+$20.7K	0.02%	141
2017 Q4	$5K	Buy	+171	New	+$5.83K	﹤0.01%	215
2016 Q4	–	Sell	-1,531	Closed	-$49.2K	–	280
2016 Q3	$49.2K	Hold	1,531	–	–	0.03%	115
2016 Q2	$51.2K	Hold	1,531	–	–	0.03%	118
2016 Q1	$43.1K	Buy	1,531 +105	+7%	+$3K	0.03%	120
2015 Q4	$43K	Buy	+1,426	New	+$44.9K	0.03%	130

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

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

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

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

WESPAC Advisors SoCal's PFE Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Pfizer (PFE) in Q2 2019, closing a stake of 1,751 shares — an estimated $70K sold.

WESPAC Advisors SoCal first reported a position in PFE in Q4 2015 and held it in 9 quarters. The position peaked at $72K in Q4 2018. 2,378 funds tracked by Wall St. Rank hold PFE as of Q2 2019.

WESPAC Advisors SoCal reported no remaining Pfizer position as of Q2 2019 after selling out during the quarter.
WESPAC Advisors SoCal sold 1,751 Pfizer shares in Q2 2019, an estimated $70K.
WESPAC Advisors SoCal first reported a position in Pfizer in Q4 2015 and held it in 9 quarters.
WESPAC Advisors SoCal's Pfizer position peaked at $72K in Q4 2018.
2,378 funds tracked by Wall St. Rank held Pfizer as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.