Advance Capital I’s Pitney Bowes PBI Stock Holding History

Advance Capital I’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
2016 Q1	–	Sell	-9,700	Closed	-$200K	–	155
2015 Q4	$200K	Sell	9,700 -5,200	-35%	-$108K	0.19%	148
2015 Q3	$296K	Sell	14,900 -12,300	-45%	-$252K	0.24%	167
2015 Q2	$566K	Sell	27,200 -8,900	-25%	-$201K	0.37%	165
2015 Q1	$842K	Sell	36,100 -2,400	-6%	-$55.9K	0.52%	107
2014 Q4	$938K	Sell	38,500 -17,800	-32%	-$435K	0.5%	110
2014 Q3	$1.41M	Hold	56,300	–	–	0.69%	92
2014 Q2	$1.55M	Buy	+56,300	New	+$1.5M	0.73%	84

Other funds holding PBI

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Advance Capital I's PBI Position: Q1 2016 in Review

Advance Capital I sold out of Pitney Bowes (PBI) in Q1 2016, closing a stake of 9,700 shares — an estimated $200K sold.

Advance Capital I first reported a position in PBI in Q2 2014 and held it in 7 quarters. The position peaked at $1.55M in Q2 2014. 341 funds tracked by Wall St. Rank hold PBI as of Q1 2016.

Advance Capital I reported no remaining Pitney Bowes position as of Q1 2016 after selling out during the quarter.
Advance Capital I sold 9,700 Pitney Bowes shares in Q1 2016, an estimated $200K.
Advance Capital I first reported a position in Pitney Bowes in Q2 2014 and held it in 7 quarters.
Advance Capital I's Pitney Bowes position peaked at $1.55M in Q2 2014.
341 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2016.

Based on Advance Capital I's 13F filing for Q1 2016, filed 9 May 2016.