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Avantax Planning Partners’s Pitney Bowes PBI Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-650
Closed -$5K – 932
2018
Q3 		$5K Buy
+650
New +$5.25K ﹤0.01% 1107
2018
Q2 		– Sell
-650
Closed -$7K – 1105
2018
Q1 		$7K Buy
+650
New +$8.05K ﹤0.01% 1211

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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avantax Planning Partners's PBI Position: Q4 2018 in Review

Avantax Planning Partners sold out of Pitney Bowes (PBI) in Q4 2018, closing a stake of 650 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in PBI in Q1 2018 and held it in 2 quarters. The position peaked at $7K in Q1 2018. 306 funds tracked by Wall St. Rank hold PBI as of Q4 2018.

  • Avantax Planning Partners reported no remaining Pitney Bowes position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 650 Pitney Bowes shares in Q4 2018, an estimated $5K.
  • Avantax Planning Partners first reported a position in Pitney Bowes in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Pitney Bowes position peaked at $7K in Q1 2018.
  • 306 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.