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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wunderlich Capital Managemnt's PFE Position: Q2 2020 in Review

Wunderlich Capital Managemnt sold out of Pfizer (PFE) in Q2 2020, closing a stake of 45,067 shares — an estimated $1.4M sold.

Wunderlich Capital Managemnt first reported a position in PFE in Q4 2015 and held it in 18 quarters. The position peaked at $1.91M in Q2 2019. 2,442 funds tracked by Wall St. Rank hold PFE as of Q2 2020.

  • Wunderlich Capital Managemnt reported no remaining Pfizer position as of Q2 2020 after selling out during the quarter.
  • Wunderlich Capital Managemnt sold 45,067 Pfizer shares in Q2 2020, an estimated $1.4M.
  • Wunderlich Capital Managemnt first reported a position in Pfizer in Q4 2015 and held it in 18 quarters.
  • Wunderlich Capital Managemnt's Pfizer position peaked at $1.91M in Q2 2019.
  • 2,442 funds tracked by Wall St. Rank held Pfizer as of Q2 2020.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2020, filed 17 Aug 2020.