Burt Wealth Advisors’s Pitney Bowes PBI Stock Holding History

Burt Wealth 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
2016 Q2	–	Sell	-550	Closed	-$12K	–	520
2016 Q1	$12K	Hold	550	–	–	0.01%	308
2015 Q4	$11K	Hold	550	–	–	0.01%	268
2015 Q3	$10K	Hold	550	–	–	0.01%	253
2015 Q2	$11K	Hold	550	–	–	0.01%	264
2015 Q1	$13K	Hold	550	–	–	0.01%	218
2014 Q4	$13K	Buy	+550	New	+$13.4K	0.01%	212

Other funds holding PBI

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 New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Burt Wealth Advisors's PBI Position: Q2 2016 in Review

Burt Wealth Advisors sold out of Pitney Bowes (PBI) in Q2 2016, closing a stake of 550 shares — an estimated $12K sold.

Burt Wealth Advisors first reported a position in PBI in Q4 2014 and held it in 6 quarters. The position peaked at $13K in Q1 2015. 351 funds tracked by Wall St. Rank hold PBI as of Q2 2016.

Burt Wealth Advisors reported no remaining Pitney Bowes position as of Q2 2016 after selling out during the quarter.
Burt Wealth Advisors sold 550 Pitney Bowes shares in Q2 2016, an estimated $12K.
Burt Wealth Advisors first reported a position in Pitney Bowes in Q4 2014 and held it in 6 quarters.
Burt Wealth Advisors's Pitney Bowes position peaked at $13K in Q1 2015.
351 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.