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Cerity Partners OCIO’s Pitney Bowes PBI Stock Holding History

Cerity Partners OCIO’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
2018
Q1 		– Sell
-37,505
Closed -$419K – 273
2017
Q4 		$419K Sell
37,505
-45,788
-55% -$540K 0.03% 198
2017
Q3 		$1.17M Buy
83,293
+1,473
+2% +$20.2K 0.08% 103
2017
Q2 		$1.24M Sell
81,820
-57,937
-41% -$846K 0.09% 91
2017
Q1 		$1.83M Buy
139,757
+30,973
+28% +$438K 0.15% 58
2016
Q4 		$1.66M Buy
108,784
+7,347
+7% +$117K 0.14% 63
2016
Q3 		$1.84M Buy
101,437
+7,122
+8% +$131K 0.17% 59
2016
Q2 		$1.66M Buy
94,315
+5,517
+6% +$106K 0.17% 59
2016
Q1 		$1.91M Buy
+88,798
New +$1.69M 0.2% 53

Other funds holding PBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SCM
Sirios Capital Management Boston, Massachusetts $825M AUM 50.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Cerity Partners OCIO's PBI Position: Q1 2018 in Review

Cerity Partners OCIO sold out of Pitney Bowes (PBI) in Q1 2018, closing a stake of 37,505 shares — an estimated $419K sold.

Cerity Partners OCIO first reported a position in PBI in Q1 2016 and held it in 8 quarters. The position peaked at $1.91M in Q1 2016. 346 funds tracked by Wall St. Rank hold PBI as of Q1 2018.

  • Cerity Partners OCIO reported no remaining Pitney Bowes position as of Q1 2018 after selling out during the quarter.
  • Cerity Partners OCIO sold 37,505 Pitney Bowes shares in Q1 2018, an estimated $419K.
  • Cerity Partners OCIO first reported a position in Pitney Bowes in Q1 2016 and held it in 8 quarters.
  • Cerity Partners OCIO's Pitney Bowes position peaked at $1.91M in Q1 2016.
  • 346 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2018.

Based on Cerity Partners OCIO's 13F filing for Q1 2018, filed 4 May 2018.