IFP Advisors’s PFSweb, Inc. PFSW Stock Holding History

IFP Advisors’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
2020 Q1	–	Sell	-200	Closed	-$746	–	3174
2019 Q4	$1K	Hold	200	–	–	﹤0.01%	2783
2019 Q3	$1K	Buy	+200	New	+$613	﹤0.01%	3009
2017 Q4	–	Sell	-3,000	Closed	-$25K	–	4404
2017 Q3	$25K	Buy	+3,000	New	+$23.7K	﹤0.01%	2468

Other funds holding PFSW

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

ECM

Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

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

Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

IFP Advisors's PFSW Position: Q1 2020 in Review

IFP Advisors sold out of PFSweb, Inc. (PFSW) in Q1 2020, closing a stake of 200 shares — an estimated $746 sold.

IFP Advisors first reported a position in PFSW in Q3 2017 and held it in 3 quarters. The position peaked at $25K in Q3 2017. 36 funds tracked by Wall St. Rank hold PFSW as of Q1 2020.

IFP Advisors reported no remaining PFSweb, Inc. position as of Q1 2020 after selling out during the quarter.
IFP Advisors sold 200 PFSweb, Inc. shares in Q1 2020, an estimated $746.
IFP Advisors first reported a position in PFSweb, Inc. in Q3 2017 and held it in 3 quarters.
IFP Advisors's PFSweb, Inc. position peaked at $25K in Q3 2017.
36 funds tracked by Wall St. Rank held PFSweb, Inc. as of Q1 2020.

Based on IFP Advisors's 13F filing for Q1 2020, filed 12 May 2020.