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PFE icon

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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return