WIL
PFE icon

Winifred I. Li’s Pfizer PFE Stock Holding History

Winifred I. Li’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
2014
Q4 		$330K Sell
11,149
-541
-5% -$15.5K 0.31% 84
2014
Q3 		$328K Sell
11,690
-31,858
-73% -$894K 0.31% 85
2014
Q2 		$1.23M Buy
43,548
+2,715
+7% +$77.4K 1.04% 17
2014
Q1 		$1.24M Buy
40,833
+6,773
+20% +$202K 1.08% 16
2013
Q4 		$990K Sell
34,060
-347
-1% -$10.1K 0.85% 27
2013
Q3 		$939K Sell
34,407
-651
-2% -$17.7K 0.87% 27
2013
Q2 		$931K Buy
+35,058
New +$969K 0.87% 25

Other funds holding PFE

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Winifred I. Li's PFE Position: Q4 2014 in Review

Winifred I. Li reduced its Pfizer (PFE) stake by 4.6% in Q4 2014, selling an estimated $15.5K and leaving 11,149 shares worth $330K. The position accounts for 0.31% of the portfolio, ranked #84.

Winifred I. Li first reported a position in PFE in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.24M in Q1 2014. 1,861 funds tracked by Wall St. Rank hold PFE as of Q4 2014.

  • Winifred I. Li held 11,149 shares of Pfizer worth $330K as of Q4 2014.
  • Winifred I. Li sold 541 Pfizer shares in Q4 2014, an estimated $15.5K.
  • Pfizer made up 0.31% of Winifred I. Li's portfolio in Q4 2014, its #84 holding.
  • Winifred I. Li first reported a position in Pfizer in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's Pfizer position peaked at $1.24M in Q1 2014.
  • 1,861 funds tracked by Wall St. Rank held Pfizer as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.