Claro Advisors’s Pitney Bowes PBI Stock Holding History

Claro Advisors’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 Q1	–	Sell	-1,400	Closed	-$10K	–	713
2018 Q4	$10K	Buy	+1,400	New	+$10.1K	0.01%	680

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Claro Advisors's PBI Position: Q1 2019 in Review

Claro Advisors sold out of Pitney Bowes (PBI) in Q1 2019, closing a stake of 1,400 shares — an estimated $10K sold.

Claro Advisors first reported a position in PBI in Q4 2018 and held it in 1 quarter. The position peaked at $10K in Q4 2018. 314 funds tracked by Wall St. Rank hold PBI as of Q1 2019.

Claro Advisors reported no remaining Pitney Bowes position as of Q1 2019 after selling out during the quarter.
Claro Advisors sold 1,400 Pitney Bowes shares in Q1 2019, an estimated $10K.
Claro Advisors first reported a position in Pitney Bowes in Q4 2018 and held it in 1 quarter.
Claro Advisors's Pitney Bowes position peaked at $10K in Q4 2018.
314 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.