Creative Planning
PFSW

Creative Planning’s PFSweb, Inc. PFSW Stock Holding History

Creative Planning’s Portfolio PFSW Stock Details PFSW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-52
Closed – – 5096
2017
Q1 		$0 Hold
52
– – ﹤0.01% 5155
2016
Q4 		$0 Buy
52
+21
+68% +$173 ﹤0.01% 5109
2016
Q3 		$0 Hold
31
– – ﹤0.01% 4953
2016
Q2 		$0 Hold
31
– – ﹤0.01% 4762
2016
Q1 		$0 Hold
31
– – ﹤0.01% 4831
2015
Q4 		$0 Hold
31
– – ﹤0.01% 4865
2015
Q3 		$0 Buy
+31
New +$407 ﹤0.01% 4463
2015
Q2 		– Sell
-31
Closed – – 4137
2015
Q1 		$0 Buy
+31
New +$347 ﹤0.01% 4677

Other funds holding PFSW

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
ECM
Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return
IR
IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

Creative Planning's PFSW Position: Q2 2017 in Review

Creative Planning sold out of PFSweb, Inc. (PFSW) in Q2 2017, closing a stake of 52 shares.

Creative Planning first reported a position in PFSW in Q1 2015 and held it in 8 quarters. The position peaked at $0 in Q1 2017. 53 funds tracked by Wall St. Rank hold PFSW as of Q2 2017.

  • Creative Planning reported no remaining PFSweb, Inc. position as of Q2 2017 after selling out during the quarter.
  • Creative Planning sold 52 PFSweb, Inc. shares in Q2 2017.
  • Creative Planning first reported a position in PFSweb, Inc. in Q1 2015 and held it in 8 quarters.
  • Creative Planning's PFSweb, Inc. position peaked at $0 in Q1 2017.
  • 53 funds tracked by Wall St. Rank held PFSweb, Inc. as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.