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Asset Planning Services (Pennsylvania)’s Pitney Bowes PBI Stock Holding History

Asset Planning Services (Pennsylvania)’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
Q1 		– Sell
-815
Closed -$9K – 283
2017
Q4 		$9K Hold
815
– – ﹤0.01% 216
2017
Q3 		$11K Hold
815
– – 0.01% 225
2017
Q2 		$12K Hold
815
– – 0.01% 211
2017
Q1 		$11K Hold
815
– – 0.01% 216
2016
Q4 		$12K Hold
815
– – 0.01% 190
2016
Q3 		$15K Hold
815
– – 0.01% 171
2016
Q2 		$15K Hold
815
– – 0.01% 180
2016
Q1 		$18K Buy
815
+8
+1% +$152 0.02% 170
2015
Q4 		$17K Buy
+807
New +$16.7K 0.02% 139

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SCM
Sirios Capital Management Boston, Massachusetts $825M AUM 50.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s PBI Position: Q1 2018 in Review

Asset Planning Services (Pennsylvania) sold out of Pitney Bowes (PBI) in Q1 2018, closing a stake of 815 shares — an estimated $9K sold.

Asset Planning Services (Pennsylvania) first reported a position in PBI in Q4 2015 and held it in 9 quarters. The position peaked at $18K in Q1 2016. 346 funds tracked by Wall St. Rank hold PBI as of Q1 2018.

  • Asset Planning Services (Pennsylvania) reported no remaining Pitney Bowes position as of Q1 2018 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 815 Pitney Bowes shares in Q1 2018, an estimated $9K.
  • Asset Planning Services (Pennsylvania) first reported a position in Pitney Bowes in Q4 2015 and held it in 9 quarters.
  • Asset Planning Services (Pennsylvania)'s Pitney Bowes position peaked at $18K in Q1 2016.
  • 346 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2018.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q1 2018, filed 4 May 2018.