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Zevenbergen Capital Investments’s Pfizer PFE Stock Holding History

Zevenbergen Capital Investments’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
Q2 		– Sell
-7,510
Closed -$229K – 74
2014
Q1 		$229K Buy
+7,510
New +$224K 0.01% 72

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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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Zevenbergen Capital Investments's PFE Position: Q2 2014 in Review

Zevenbergen Capital Investments sold out of Pfizer (PFE) in Q2 2014, closing a stake of 7,510 shares — an estimated $229K sold.

Zevenbergen Capital Investments first reported a position in PFE in Q1 2014 and held it in 1 quarter. The position peaked at $229K in Q1 2014. 1,747 funds tracked by Wall St. Rank hold PFE as of Q2 2014.

  • Zevenbergen Capital Investments reported no remaining Pfizer position as of Q2 2014 after selling out during the quarter.
  • Zevenbergen Capital Investments sold 7,510 Pfizer shares in Q2 2014, an estimated $229K.
  • Zevenbergen Capital Investments first reported a position in Pfizer in Q1 2014 and held it in 1 quarter.
  • Zevenbergen Capital Investments's Pfizer position peaked at $229K in Q1 2014.
  • 1,747 funds tracked by Wall St. Rank held Pfizer as of Q2 2014.

Based on Zevenbergen Capital Investments's 13F filing for Q2 2014, filed 13 Aug 2014.