WFG Advisors’s Pfizer PFE Stock Holding History

WFG 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
2017 Q2	$1.86M	Buy	58,527 +7,404	+14%	+$233K	0.42%	59
2017 Q1	$1.66M	Sell	51,123 -2,063	-4%	-$65K	0.44%	53
2016 Q4	$1.64M	Sell	53,186 -2,670	-5%	-$81.5K	0.4%	61
2016 Q3	$1.79M	Buy	55,856 +192	+0.3%	+$6.42K	0.45%	51
2016 Q2	$1.86M	Buy	55,664 +620	+1%	+$19.8K	0.5%	42
2016 Q1	$1.55M	Sell	55,044 -5,259	-9%	-$150K	0.45%	48
2015 Q4	$1.85M	Sell	60,303 -1,796	-3%	-$56.5K	0.55%	36
2015 Q3	$1.85M	Buy	62,099 +16,027	+35%	+$514K	0.58%	35
2015 Q2	$1.47M	Buy	46,072 +25,067	+119%	+$817K	0.4%	51
2015 Q1	$693K	Sell	21,005 -22,915	-52%	-$729K	0.19%	121
2014 Q4	$1.3M	Sell	43,920 -3,869	-8%	-$111K	0.26%	76
2014 Q3	$1.34M	Sell	47,789 -975	-2%	-$27.4K	0.26%	89
2014 Q2	$1.37M	Buy	48,764 +182	+0.4%	+$5.19K	0.26%	87
2014 Q1	$1.48M	Sell	48,582 -5,796	-11%	-$173K	0.3%	66
2013 Q4	$1.58M	Buy	54,378 +956	+2%	+$27.8K	0.22%	108
2013 Q3	$1.46M	Sell	53,422 -3,015	-5%	-$82K	0.23%	104
2013 Q2	$1.5M	Buy	+56,437	New	+$1.56M	0.25%	98

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WFG Advisors's PFE Position: Q2 2017 in Review

WFG Advisors increased its Pfizer (PFE) stake by 14% in Q2 2017, buying an estimated $233K and bringing the position to 58,527 shares worth $1.86M. The position accounts for 0.42% of the portfolio, ranked #59.

WFG Advisors first reported a position in PFE in Q2 2013 and has held it in 17 quarters since. 2,050 funds tracked by Wall St. Rank hold PFE as of Q2 2017.

WFG Advisors held 58,527 shares of Pfizer worth $1.86M as of Q2 2017.
WFG Advisors bought 7,404 Pfizer shares in Q2 2017, an estimated $233K.
Pfizer made up 0.42% of WFG Advisors's portfolio in Q2 2017, its #59 holding.
WFG Advisors first reported a position in Pfizer in Q2 2013 and has held it in 17 quarters since.
2,050 funds tracked by Wall St. Rank held Pfizer as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.