Chartwell Investment Partners’s Pitney Bowes PBI Stock Holding History

Chartwell Investment Partners’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 Q2	–	Sell	-72,265	Closed	-$496K	–	434
2019 Q1	$496K	Buy	+72,265	New	+$500K	0.02%	411
2018 Q3	–	Sell	-1,380,653	Closed	-$11.8M	–	496
2018 Q2	$11.8M	Sell	1,380,653 -58,805	-4%	-$568K	0.35%	104
2018 Q1	$15.7M	Sell	1,439,458 -393,578	-21%	-$4.87M	0.54%	56
2017 Q4	$20.5M	Buy	1,833,036 +350,746	+24%	+$4.13M	0.7%	18
2017 Q3	$20.8M	Buy	1,482,290 +127,835	+9%	+$1.75M	0.71%	21
2017 Q2	$20.5M	Buy	1,354,455 +162,000	+14%	+$2.37M	0.77%	17
2017 Q1	$15.6M	Sell	1,192,455 -285,000	-19%	-$4.03M	0.57%	55
2016 Q4	$22.4M	Buy	1,477,455 +175,400	+13%	+$2.79M	0.77%	13
2016 Q3	$23.6M	Buy	1,302,055 +129,665	+11%	+$2.38M	0.42%	53
2016 Q2	$20.9M	Buy	+1,172,390	New	+$22.6M	0.37%	66

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

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

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 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

Chartwell Investment Partners's PBI Position: Q2 2019 in Review

Chartwell Investment Partners sold out of Pitney Bowes (PBI) in Q2 2019, closing a stake of 72,265 shares — an estimated $496K sold.

Chartwell Investment Partners first reported a position in PBI in Q2 2016 and held it in 10 quarters. The position peaked at $23.6M in Q3 2016. 274 funds tracked by Wall St. Rank hold PBI as of Q2 2019.

Chartwell Investment Partners reported no remaining Pitney Bowes position as of Q2 2019 after selling out during the quarter.
Chartwell Investment Partners sold 72,265 Pitney Bowes shares in Q2 2019, an estimated $496K.
Chartwell Investment Partners first reported a position in Pitney Bowes in Q2 2016 and held it in 10 quarters.
Chartwell Investment Partners's Pitney Bowes position peaked at $23.6M in Q3 2016.
274 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2019.

Based on Chartwell Investment Partners's 13F filing for Q2 2019, filed 19 Aug 2019.