Advantage Investment Management’s Pitney Bowes PBI Stock Holding History

Advantage 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
2019 Q3	$1K	Sell	300 -41,015	-99%	-$164K	﹤0.01%	896
2019 Q2	$177K	Buy	41,315 +4,823	+13%	+$25.9K	0.14%	160
2019 Q1	$251K	Buy	36,492 +36,192	+12,064%	+$250K	0.2%	111
2018 Q4	$2K	Sell	300 -22,820	-99%	-$164K	﹤0.01%	914
2018 Q3	$164K	Buy	23,120 +22,820	+7,607%	+$184K	0.11%	167
2018 Q2	$3K	Hold	300	–	–	﹤0.01%	832
2018 Q1	$3K	Hold	300	–	–	﹤0.01%	877
2017 Q4	$3K	Hold	300	–	–	﹤0.01%	889
2017 Q3	$4K	Hold	300	–	–	﹤0.01%	863
2017 Q2	$5K	Buy	300 +100	+50%	+$1.46K	﹤0.01%	841
2017 Q1	$3K	Hold	200	–	–	﹤0.01%	872
2016 Q4	$3K	Buy	+200	New	+$3.18K	﹤0.01%	819

Other funds holding PBI

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advantage Investment Management's PBI Position: Q3 2019 in Review

Advantage Investment Management reduced its Pitney Bowes (PBI) stake by 99% in Q3 2019, selling an estimated $164K and leaving 300 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #896.

Advantage Investment Management first reported a position in PBI in Q4 2016 and has held it in 12 quarters since. The position peaked at $251K in Q1 2019. 255 funds tracked by Wall St. Rank hold PBI as of Q3 2019.

Advantage Investment Management held 300 shares of Pitney Bowes worth $1K as of Q3 2019.
Advantage Investment Management sold 41,015 Pitney Bowes shares in Q3 2019, an estimated $164K.
Pitney Bowes made up ﹤0.01% of Advantage Investment Management's portfolio in Q3 2019, its #896 holding.
Advantage Investment Management first reported a position in Pitney Bowes in Q4 2016 and has held it in 12 quarters since.
Advantage Investment Management's Pitney Bowes position peaked at $251K in Q1 2019.
255 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.