IFP Advisors’s Essendant Inc. ESND Stock Holding History

IFP Advisors’s Portfolio ESND Stock Details ESND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-13	Closed	–	–	4057
2018 Q3	$0	Hold	13	–	–	﹤0.01%	4145
2018 Q2	$0	Hold	13	–	–	﹤0.01%	4186
2018 Q1	$0	Hold	13	–	–	﹤0.01%	3898
2017 Q4	$0	Hold	13	–	–	﹤0.01%	4289
2017 Q3	$0	Hold	13	–	–	﹤0.01%	4319
2017 Q2	$0	Hold	13	–	–	﹤0.01%	4320
2017 Q1	$0	Hold	13	–	–	﹤0.01%	4245
2016 Q4	$0	Buy	+13	New	+$247	﹤0.01%	4231

Other funds holding ESND

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

OAM

Oxford Asset Management Oxford, United Kingdom $232M AUM 31% 1-Year Est. Return

IFP Advisors's ESND Position: Q4 2018 in Review

IFP Advisors sold out of Essendant Inc. (ESND) in Q4 2018, closing a stake of 13 shares.

IFP Advisors first reported a position in ESND in Q4 2016 and held it in 8 quarters. The position peaked at $0 in Q3 2018. 126 funds tracked by Wall St. Rank hold ESND as of Q4 2018.

IFP Advisors reported no remaining Essendant Inc. position as of Q4 2018 after selling out during the quarter.
IFP Advisors sold 13 Essendant Inc. shares in Q4 2018.
IFP Advisors first reported a position in Essendant Inc. in Q4 2016 and held it in 8 quarters.
IFP Advisors's Essendant Inc. position peaked at $0 in Q3 2018.
126 funds tracked by Wall St. Rank held Essendant Inc. as of Q4 2018.

Based on IFP Advisors's 13F filing for Q4 2018, filed 23 Jan 2019.