Steward Partners Investment Advisory’s PFSweb, Inc. PFSW Stock Holding History

Steward Partners Investment Advisory’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	-300	Closed	-$1K	–	2842
2019 Q4	$1K	Hold	300	–	–	﹤0.01%	2569
2019 Q3	$0	Hold	300	–	–	﹤0.01%	2886
2019 Q2	$1K	Buy	+300	New	+$1.29K	﹤0.01%	2595
2018 Q4	–	Sell	-300	Closed	-$2K	–	2597
2018 Q3	$2K	Hold	300	–	–	﹤0.01%	2454
2018 Q2	$3K	Hold	300	–	–	﹤0.01%	2185
2018 Q1	$2K	Buy	+300	New	+$2.3K	﹤0.01%	2088

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

Steward Partners Investment Advisory's PFSW Position: Q1 2020 in Review

Steward Partners Investment Advisory sold out of PFSweb, Inc. (PFSW) in Q1 2020, closing a stake of 300 shares — an estimated $1K sold.

Steward Partners Investment Advisory first reported a position in PFSW in Q1 2018 and held it in 6 quarters. The position peaked at $3K in Q2 2018. 36 funds tracked by Wall St. Rank hold PFSW as of Q1 2020.

Steward Partners Investment Advisory reported no remaining PFSweb, Inc. position as of Q1 2020 after selling out during the quarter.
Steward Partners Investment Advisory sold 300 PFSweb, Inc. shares in Q1 2020, an estimated $1K.
Steward Partners Investment Advisory first reported a position in PFSweb, Inc. in Q1 2018 and held it in 6 quarters.
Steward Partners Investment Advisory's PFSweb, Inc. position peaked at $3K in Q2 2018.
36 funds tracked by Wall St. Rank held PFSweb, Inc. as of Q1 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2020, filed 29 Apr 2020.