CPO
Cerity Partners OCIO’s Pitney Bowes PBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-37,505
| Closed | -$419K | – | 272 |
|
|
2017
Q4 | $419K | Sell |
37,505
-45,788
| -55% | -$512K | 0.03% | 197 |
|
|
2017
Q3 | $1.17M | Buy |
83,293
+1,473
| +2% | +$20.6K | 0.08% | 102 |
|
|
2017
Q2 | $1.24M | Sell |
81,820
-57,937
| -41% | -$875K | 0.09% | 90 |
|
|
2017
Q1 | $1.83M | Buy |
139,757
+30,973
| +28% | +$406K | 0.15% | 57 |
|
|
2016
Q4 | $1.66M | Buy |
108,784
+7,347
| +7% | +$112K | 0.14% | 62 |
|
|
2016
Q3 | $1.84M | Buy |
101,437
+7,122
| +8% | +$129K | 0.17% | 59 |
|
|
2016
Q2 | $1.66M | Buy |
94,315
+5,517
| +6% | +$96.8K | 0.17% | 59 |
|
|
2016
Q1 | $1.91M | Buy |
+88,798
| New | +$1.91M | 0.2% | 53 |
|