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Checchi Capital Advisers’s Pitney Bowes PBI Stock Holding History

Checchi Capital Advisers’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
2016
Q3 		– Sell
-2,802
Closed -$50K – 972
2016
Q2 		$50K Buy
2,802
+1,643
+142% +$31.7K 0.01% 845
2016
Q1 		$25K Buy
+1,159
New +$22K 0.01% 1046

Other funds holding PBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Checchi Capital Advisers's PBI Position: Q3 2016 in Review

Checchi Capital Advisers sold out of Pitney Bowes (PBI) in Q3 2016, closing a stake of 2,802 shares — an estimated $50K sold.

Checchi Capital Advisers first reported a position in PBI in Q1 2016 and held it in 2 quarters. The position peaked at $50K in Q2 2016. 337 funds tracked by Wall St. Rank hold PBI as of Q3 2016.

  • Checchi Capital Advisers reported no remaining Pitney Bowes position as of Q3 2016 after selling out during the quarter.
  • Checchi Capital Advisers sold 2,802 Pitney Bowes shares in Q3 2016, an estimated $50K.
  • Checchi Capital Advisers first reported a position in Pitney Bowes in Q1 2016 and held it in 2 quarters.
  • Checchi Capital Advisers's Pitney Bowes position peaked at $50K in Q2 2016.
  • 337 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2016.

Based on Checchi Capital Advisers's 13F filing for Q3 2016, filed 10 Nov 2016.