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Wood Investment Counsel’s Pfizer PFE Stock Holding History

Wood Investment Counsel’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
Q3 		$960K Buy
34,215
+132
+0.4% +$3.71K 0.14% 45
2014
Q2 		$960K Sell
34,083
-25
-0.1% -$713 0.14% 46
2014
Q1 		$1.04M Hold
34,108
– – 0.17% 44
2013
Q4 		$991K Sell
34,108
-920
-3% -$26.8K 0.16% 44
2013
Q3 		$955K Sell
35,028
-316
-0.9% -$8.6K 0.17% 43
2013
Q2 		$939K Buy
+35,344
New +$977K 0.17% 48

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wood Investment Counsel's PFE Position: Q3 2014 in Review

Wood Investment Counsel increased its Pfizer (PFE) stake by 0.39% in Q3 2014, buying an estimated $3.71K and bringing the position to 34,215 shares worth $960K. The position accounts for 0.14% of the portfolio, ranked #45.

Wood Investment Counsel first reported a position in PFE in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.04M in Q1 2014. 1,742 funds tracked by Wall St. Rank hold PFE as of Q3 2014.

  • Wood Investment Counsel held 34,215 shares of Pfizer worth $960K as of Q3 2014.
  • Wood Investment Counsel bought 132 Pfizer shares in Q3 2014, an estimated $3.71K.
  • Pfizer made up 0.14% of Wood Investment Counsel's portfolio in Q3 2014, its #45 holding.
  • Wood Investment Counsel first reported a position in Pfizer in Q2 2013 and has held it in 6 quarters since.
  • Wood Investment Counsel's Pfizer position peaked at $1.04M in Q1 2014.
  • 1,742 funds tracked by Wall St. Rank held Pfizer as of Q3 2014.

Based on Wood Investment Counsel's 13F filing for Q3 2014, filed 27 Oct 2014.