Carroll Financial Associates’s Pitney Bowes PBI Stock Holding History

Carroll Financial Associates’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	-200	Closed	-$802	–	1656
2019 Q2	$0	Hold	200	–	–	﹤0.01%	1669
2019 Q1	$1K	Hold	200	–	–	﹤0.01%	1318
2018 Q4	$1K	Hold	200	–	–	﹤0.01%	1244
2018 Q3	$1K	Sell	200 -83	-29%	-$670	﹤0.01%	1266
2018 Q2	$2K	Sell	283 -530	-65%	-$5.12K	﹤0.01%	1168
2018 Q1	$8K	Sell	813 -500	-38%	-$6.19K	﹤0.01%	893
2017 Q4	$14K	Sell	1,313 -1,025	-44%	-$12.1K	﹤0.01%	753
2017 Q3	$32K	Hold	2,338	–	–	﹤0.01%	565
2017 Q2	$35K	Buy	2,338 +500	+27%	+$7.3K	﹤0.01%	565
2017 Q1	$24K	Hold	1,838	–	–	﹤0.01%	620
2016 Q4	$27K	Hold	1,838	–	–	﹤0.01%	577
2016 Q3	$33K	Buy	1,838 +1,025	+126%	+$18.8K	0.01%	548
2016 Q2	$14K	Buy	813 +730	+880%	+$14.1K	﹤0.01%	709
2016 Q1	$1K	Hold	83	–	–	﹤0.01%	1083
2015 Q4	$1K	Hold	83	–	–	﹤0.01%	1051
2015 Q3	$1K	Hold	83	–	–	﹤0.01%	1028
2015 Q2	$2K	Hold	83	–	–	﹤0.01%	984
2015 Q1	$2K	Hold	83	–	–	﹤0.01%	735
2014 Q4	$2K	Hold	83	–	–	﹤0.01%	668
2014 Q3	$2K	Sell	83 -83	-50%	-$2.22K	﹤0.01%	754
2014 Q2	$5K	Hold	166	–	–	﹤0.01%	709
2014 Q1	$4K	Hold	166	–	–	﹤0.01%	687
2013 Q4	$3K	Hold	166	–	–	﹤0.01%	676
2013 Q3	$3K	Hold	166	–	–	﹤0.01%	661
2013 Q2	$2K	Buy	+166	New	+$2.45K	﹤0.01%	546

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

Carroll Financial Associates's PBI Position: Q3 2019 in Review

Carroll Financial Associates sold out of Pitney Bowes (PBI) in Q3 2019, closing a stake of 200 shares — an estimated $802 sold.

Carroll Financial Associates first reported a position in PBI in Q2 2013 and held it in 25 quarters. The position peaked at $35K in Q2 2017. 255 funds tracked by Wall St. Rank hold PBI as of Q3 2019.

Carroll Financial Associates reported no remaining Pitney Bowes position as of Q3 2019 after selling out during the quarter.
Carroll Financial Associates sold 200 Pitney Bowes shares in Q3 2019, an estimated $802.
Carroll Financial Associates first reported a position in Pitney Bowes in Q2 2013 and held it in 25 quarters.
Carroll Financial Associates's Pitney Bowes position peaked at $35K in Q2 2017.
255 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2019.

Based on Carroll Financial Associates's 13F filing for Q3 2019, filed 9 Oct 2019.