XML Securities’s Pfizer PFE Stock Holding History

XML Securities’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
2018 Q1	$271K	Buy	8,044 +1,804	+29%	+$62K	0.34%	52
2017 Q4	$214K	Buy	+6,240	New	+$213K	0.28%	63

Other funds holding PFE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

XML Securities's PFE Position: Q1 2018 in Review

XML Securities increased its Pfizer (PFE) stake by 29% in Q1 2018, buying an estimated $62K and bringing the position to 8,044 shares worth $271K. The position accounts for 0.34% of the portfolio, ranked #52.

XML Securities first reported a position in PFE in Q4 2017 and has held it in 2 quarters since. 2,229 funds tracked by Wall St. Rank hold PFE as of Q1 2018.

XML Securities held 8,044 shares of Pfizer worth $271K as of Q1 2018.
XML Securities bought 1,804 Pfizer shares in Q1 2018, an estimated $62K.
Pfizer made up 0.34% of XML Securities's portfolio in Q1 2018, its #52 holding.
XML Securities first reported a position in Pfizer in Q4 2017 and has held it in 2 quarters since.
2,229 funds tracked by Wall St. Rank held Pfizer as of Q1 2018.

Based on XML Securities's 13F filing for Q1 2018, filed 17 May 2018.