AllSquare Wealth Management’s Pitney Bowes PBI Stock Holding History

AllSquare Wealth 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
2018 Q3	–	Sell	-3,493	Closed	-$30K	–	501
2018 Q2	$30K	Buy	+3,493	New	+$33.7K	0.02%	234

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

AllSquare Wealth Management's PBI Position: Q3 2018 in Review

AllSquare Wealth Management sold out of Pitney Bowes (PBI) in Q3 2018, closing a stake of 3,493 shares — an estimated $30K sold.

AllSquare Wealth Management first reported a position in PBI in Q2 2018 and held it in 1 quarter. The position peaked at $30K in Q2 2018. 300 funds tracked by Wall St. Rank hold PBI as of Q3 2018.

AllSquare Wealth Management reported no remaining Pitney Bowes position as of Q3 2018 after selling out during the quarter.
AllSquare Wealth Management sold 3,493 Pitney Bowes shares in Q3 2018, an estimated $30K.
AllSquare Wealth Management first reported a position in Pitney Bowes in Q2 2018 and held it in 1 quarter.
AllSquare Wealth Management's Pitney Bowes position peaked at $30K in Q2 2018.
300 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2018.

Based on AllSquare Wealth Management's 13F filing for Q3 2018, filed 2 Nov 2018.