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Bowling Portfolio Management’s Pitney Bowes PBI Stock Holding History

Bowling Portfolio 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
2015
Q2 		– Sell
-85,759
Closed -$2M – 166
2015
Q1 		$2M Sell
85,759
-153
-0.2% -$3.56K 0.44% 94
2014
Q4 		$2.09K Buy
+85,912
New +$2.1M 0.42% 91

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bowling Portfolio Management's PBI Position: Q2 2015 in Review

Bowling Portfolio Management sold out of Pitney Bowes (PBI) in Q2 2015, closing a stake of 85,759 shares — an estimated $2M sold.

Bowling Portfolio Management first reported a position in PBI in Q4 2014 and held it in 2 quarters. The position peaked at $2M in Q1 2015. 349 funds tracked by Wall St. Rank hold PBI as of Q2 2015.

  • Bowling Portfolio Management reported no remaining Pitney Bowes position as of Q2 2015 after selling out during the quarter.
  • Bowling Portfolio Management sold 85,759 Pitney Bowes shares in Q2 2015, an estimated $2M.
  • Bowling Portfolio Management first reported a position in Pitney Bowes in Q4 2014 and held it in 2 quarters.
  • Bowling Portfolio Management's Pitney Bowes position peaked at $2M in Q1 2015.
  • 349 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2015.

Based on Bowling Portfolio Management's 13F filing for Q2 2015, filed 10 Aug 2015.