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Ada Investment Management’s Pitney Bowes PBI Stock Holding History

Ada Investment Management’s Portfolio PBI Stock Details PBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		$488K Sell
23,612
-9,157
-28% -$189K 0.33% 79
2015
Q3 		$647K Buy
+32,769
New +$672K 0.33% 70

Other funds holding PBI

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Ada Investment Management's PBI Position: Q4 2015 in Review

Ada Investment Management reduced its Pitney Bowes (PBI) stake by 28% in Q4 2015, selling an estimated $189K and leaving 23,612 shares worth $488K. The position accounts for 0.33% of the portfolio, ranked #79.

Ada Investment Management first reported a position in PBI in Q3 2015 and has held it in 2 quarters since. The position peaked at $647K in Q3 2015. 359 funds tracked by Wall St. Rank hold PBI as of Q4 2015.

  • Ada Investment Management held 23,612 shares of Pitney Bowes worth $488K as of Q4 2015.
  • Ada Investment Management sold 9,157 Pitney Bowes shares in Q4 2015, an estimated $189K.
  • Pitney Bowes made up 0.33% of Ada Investment Management's portfolio in Q4 2015, its #79 holding.
  • Ada Investment Management first reported a position in Pitney Bowes in Q3 2015 and has held it in 2 quarters since.
  • Ada Investment Management's Pitney Bowes position peaked at $647K in Q3 2015.
  • 359 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2015.

Based on Ada Investment Management's 13F filing for Q4 2015, filed 19 Feb 2016.