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Advisor Group’s Pitney Bowes PBI Stock Holding History

Advisor Group’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
Q4 		$9K Sell
2,168
-1,319
-38% -$6.05K ﹤0.01% 4424
2019
Q3 		$18K Buy
3,487
+480
+16% +$1.92K ﹤0.01% 4021
2019
Q2 		$12K Sell
3,007
-9,739
-76% -$52.3K ﹤0.01% 4272
2019
Q1 		$88K Sell
12,746
-20,509
-62% -$142K ﹤0.01% 2970
2018
Q4 		$197K Sell
33,255
-2,623
-7% -$18.9K ﹤0.01% 2101
2018
Q3 		$254K Buy
35,878
+1,202
+3% +$9.71K ﹤0.01% 1977
2018
Q2 		$297K Buy
34,676
+8,194
+31% +$79.1K ﹤0.01% 1688
2018
Q1 		$288K Sell
26,482
-5,946
-18% -$73.6K ﹤0.01% 1713
2017
Q4 		$362K Sell
32,428
-41,176
-56% -$485K ﹤0.01% 1552
2017
Q3 		$1.03M Sell
73,604
-323
-0.4% -$4.43K 0.02% 778
2017
Q2 		$1.12M Buy
73,927
+2,209
+3% +$32.3K 0.02% 700
2017
Q1 		$940K Buy
71,718
+9,059
+14% +$128K 0.02% 742
2016
Q4 		$952K Buy
62,659
+666
+1% +$10.6K 0.02% 682
2016
Q3 		$1.13M Buy
61,993
+6,395
+12% +$117K 0.03% 594
2016
Q2 		$987K Buy
+55,598
New +$1.07M 0.03% 624

Other funds holding PBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Advisor Group's PBI Position: Q4 2019 in Review

Advisor Group reduced its Pitney Bowes (PBI) stake by 38% in Q4 2019, selling an estimated $6.05K and leaving 2,168 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #4424.

Advisor Group first reported a position in PBI in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.13M in Q3 2016. 267 funds tracked by Wall St. Rank hold PBI as of Q4 2019.

  • Advisor Group held 2,168 shares of Pitney Bowes worth $9K as of Q4 2019.
  • Advisor Group sold 1,319 Pitney Bowes shares in Q4 2019, an estimated $6.05K.
  • Pitney Bowes made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4424 holding.
  • Advisor Group first reported a position in Pitney Bowes in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Pitney Bowes position peaked at $1.13M in Q3 2016.
  • 267 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.