Capstone Asset Management’s Pitney Bowes PBI Stock Holding History

Capstone Asset 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
2017 Q2	$186K	Buy	12,338 +798	+7%	+$11.7K	0.01%	1530
2017 Q1	$151K	Sell	11,540 -298	-3%	-$4.21K	﹤0.01%	1570
2016 Q4	$180K	Sell	11,838 -1,891	-14%	-$30.1K	0.01%	1562
2016 Q3	$249K	Sell	13,729 -330	-2%	-$6.05K	0.01%	1426
2016 Q2	$250K	Sell	14,059 -2,028	-13%	-$39.1K	0.01%	1395
2016 Q1	$347K	Buy	16,087 +390	+2%	+$7.41K	0.01%	1174
2015 Q4	$324K	Buy	15,697 +70	+0.4%	+$1.45K	0.01%	1213
2015 Q3	$310K	Buy	15,627 +450	+3%	+$9.23K	0.01%	1210
2015 Q2	$316K	Buy	15,177 +940	+7%	+$21.2K	0.01%	1267
2015 Q1	$332K	Buy	14,237 +680	+5%	+$15.8K	0.01%	1334
2014 Q4	$330K	Sell	13,557 -7,265	-35%	-$177K	0.01%	1316
2014 Q3	$520K	Buy	20,822 +160	+0.8%	+$4.28K	0.02%	990
2014 Q2	$571K	Sell	20,662 -3,383	-14%	-$90.1K	0.02%	959
2014 Q1	$625K	Sell	24,045 -3,590	-13%	-$88.5K	0.02%	892
2013 Q4	$644K	Sell	27,635 -12,230	-31%	-$263K	0.02%	916
2013 Q3	$725K	Sell	39,865 -241	-0.6%	-$3.95K	0.02%	1016
2013 Q2	$589K	Buy	+40,106	New	+$592K	0.02%	1077

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

MHI

Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Capstone Asset Management's PBI Position: Q2 2017 in Review

Capstone Asset Management increased its Pitney Bowes (PBI) stake by 6.9% in Q2 2017, buying an estimated $11.7K and bringing the position to 12,338 shares worth $186K. The position accounts for 0.01% of the portfolio, ranked #1530.

Capstone Asset Management first reported a position in PBI in Q2 2013 and has held it in 17 quarters since. The position peaked at $725K in Q3 2013. 348 funds tracked by Wall St. Rank hold PBI as of Q2 2017.

Capstone Asset Management held 12,338 shares of Pitney Bowes worth $186K as of Q2 2017.
Capstone Asset Management bought 798 Pitney Bowes shares in Q2 2017, an estimated $11.7K.
Pitney Bowes made up 0.01% of Capstone Asset Management's portfolio in Q2 2017, its #1530 holding.
Capstone Asset Management first reported a position in Pitney Bowes in Q2 2013 and has held it in 17 quarters since.
Capstone Asset Management's Pitney Bowes position peaked at $725K in Q3 2013.
348 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2017.

Based on Capstone Asset Management's 13F filing for Q2 2017, filed 10 Jul 2017.