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Advisory Resource Group’s Pitney Bowes PBI Stock Holding History

Advisory Resource 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 		– Sell
-55,716
Closed -$255K – 78
2019
Q3 		$255K Sell
55,716
-3,467
-6% -$13.9K 0.14% 64
2019
Q2 		$253K Sell
59,183
-1,449
-2% -$7.78K 0.14% 62
2019
Q1 		$298K Sell
60,632
-473
-0.8% -$3.27K 0.17% 58
2018
Q4 		$361K Buy
+61,105
New +$440K 0.22% 49

Other funds holding PBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $46.4B AUM 27.74% 1-Year Est. Return
State Street
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advisory Resource Group's PBI Position: Q4 2019 in Review

Advisory Resource Group sold out of Pitney Bowes (PBI) in Q4 2019, closing a stake of 55,716 shares — an estimated $255K sold.

Advisory Resource Group first reported a position in PBI in Q4 2018 and held it in 4 quarters. The position peaked at $361K in Q4 2018. 267 funds tracked by Wall St. Rank hold PBI as of Q4 2019.

  • Advisory Resource Group reported no remaining Pitney Bowes position as of Q4 2019 after selling out during the quarter.
  • Advisory Resource Group sold 55,716 Pitney Bowes shares in Q4 2019, an estimated $255K.
  • Advisory Resource Group first reported a position in Pitney Bowes in Q4 2018 and held it in 4 quarters.
  • Advisory Resource Group's Pitney Bowes position peaked at $361K in Q4 2018.
  • 267 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2019.

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