MWPCG
PFIN

Measured Wealth Private Client Group’s P&F Industries PFIN Stock Holding History

Measured Wealth Private Client Group’s Portfolio PFIN Stock Details PFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-20
Closed – – 848
2018
Q3 		$0 Buy
+20
New +$166 ﹤0.01% 866

Other funds holding PFIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
FPS
Fieldpoint Private Securities Greenwich, Connecticut $344M AUM 7.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Measured Wealth Private Client Group's PFIN Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of P&F Industries (PFIN) in Q4 2018, closing a stake of 20 shares.

Measured Wealth Private Client Group first reported a position in PFIN in Q3 2018 and held it in 1 quarter. The position peaked at $0 in Q3 2018. 14 funds tracked by Wall St. Rank hold PFIN as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining P&F Industries position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 20 P&F Industries shares in Q4 2018.
  • Measured Wealth Private Client Group first reported a position in P&F Industries in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's P&F Industries position peaked at $0 in Q3 2018.
  • 14 funds tracked by Wall St. Rank held P&F Industries as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.