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Wunderlich Capital Managemnt’s Pfizer PFE Stock Holding History

Wunderlich Capital Managemnt’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
2020
Q2 		– Sell
-45,067
Closed -$1.4M – 79
2020
Q1 		$1.4M Sell
45,067
-853
-2% -$29.1K 1.15% 38
2019
Q4 		$1.71M Sell
45,920
-196
-0.4% -$6.98K 1.08% 52
2019
Q3 		$1.57M Sell
46,116
-277
-0.6% -$10.1K 1.08% 48
2019
Q2 		$1.91M Buy
46,393
+1,339
+3% +$53.2K 1.27% 36
2019
Q1 		$1.81M Buy
45,054
+828
+2% +$33.2K 1.27% 35
2018
Q4 		$1.83M Sell
44,226
-153
-0.3% -$6.35K 1.41% 19
2018
Q3 		$1.86M Sell
44,379
-2,088
-4% -$80.4K 1.32% 31
2018
Q2 		$1.6M Buy
46,467
+703
+2% +$24K 1.11% 50
2018
Q1 		$1.54M Buy
45,764
+235
+0.5% +$8.08K 1.06% 43
2017
Q4 		$1.56M Buy
45,529
+1,453
+3% +$49.5K 1.08% 48
2017
Q3 		$1.49M Sell
44,076
-75
-0.2% -$2.41K 1.11% 46
2017
Q2 		$1.41M Sell
44,151
-371
-0.8% -$11.7K 1.05% 49
2017
Q1 		$1.45M Buy
44,522
+759
+2% +$23.9K 1.13% 45
2016
Q4 		$1.35M Buy
43,763
+147
+0.3% +$4.49K 1.1% 53
2016
Q3 		$1.4M Buy
43,616
+885
+2% +$29.6K 1.12% 47
2016
Q2 		$1.43M Buy
42,731
+654
+2% +$20.9K 1.21% 36
2016
Q1 		$1.18M Buy
42,077
+935
+2% +$26.7K 1.02% 61
2015
Q4 		$1.26M Buy
+41,142
New +$1.29M 1.08% 48

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return