Berman Capital Advisors’s Pitney Bowes PBI Stock Holding History

Berman Capital Advisors’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 Q3	–	Sell	-1,570	Closed	-$6K	–	1545
2019 Q2	$6K	Buy	+1,570	New	+$8.43K	﹤0.01%	912

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Berman Capital Advisors's PBI Position: Q3 2019 in Review

Berman Capital Advisors sold out of Pitney Bowes (PBI) in Q3 2019, closing a stake of 1,570 shares — an estimated $6K sold.

Berman Capital Advisors first reported a position in PBI in Q2 2019 and held it in 1 quarter. The position peaked at $6K in Q2 2019. 255 funds tracked by Wall St. Rank hold PBI as of Q3 2019.

Berman Capital Advisors reported no remaining Pitney Bowes position as of Q3 2019 after selling out during the quarter.
Berman Capital Advisors sold 1,570 Pitney Bowes shares in Q3 2019, an estimated $6K.
Berman Capital Advisors first reported a position in Pitney Bowes in Q2 2019 and held it in 1 quarter.
Berman Capital Advisors's Pitney Bowes position peaked at $6K in Q2 2019.
255 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2019.

Based on Berman Capital Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.