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Archford Capital Strategies’s Pitney Bowes PBI Stock Holding History

Archford Capital Strategies’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
-30,400
Closed -$751K – 472
2015
Q4 		$751K Buy
+30,400
New +$629K 0.34% 102
2014
Q3 		– Sell
-300
Closed -$8.29K – 797
2014
Q2 		$8.29K Hold
300
– – 0.01% 435
2014
Q1 		$7.8K Buy
+300
New +$7.4K 0.01% 468

Other funds holding PBI

Vanguard Group
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
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

Archford Capital Strategies's PBI Position: Q1 2016 in Review

Archford Capital Strategies sold out of Pitney Bowes (PBI) in Q1 2016, closing a stake of 30,400 shares — an estimated $751K sold.

Archford Capital Strategies first reported a position in PBI in Q1 2014 and held it in 3 quarters. The position peaked at $751K in Q4 2015. 341 funds tracked by Wall St. Rank hold PBI as of Q1 2016.

  • Archford Capital Strategies reported no remaining Pitney Bowes position as of Q1 2016 after selling out during the quarter.
  • Archford Capital Strategies sold 30,400 Pitney Bowes shares in Q1 2016, an estimated $751K.
  • Archford Capital Strategies first reported a position in Pitney Bowes in Q1 2014 and held it in 3 quarters.
  • Archford Capital Strategies's Pitney Bowes position peaked at $751K in Q4 2015.
  • 341 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2016.

Based on Archford Capital Strategies's 13F filing for Q1 2016, filed 10 May 2016.