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Clear Perspective Advisors’s Pitney Bowes PBI Stock Holding History

Clear Perspective 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
2018
Q1 		– Sell
-1,390
Closed -$16K – 510
2017
Q4 		$16K Buy
1,390
+1,290
+1,290% +$15.2K 0.01% 313
2017
Q3 		$1K Buy
+100
New +$1.37K ﹤0.01% 453

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

Clear Perspective Advisors's PBI Position: Q1 2018 in Review

Clear Perspective Advisors sold out of Pitney Bowes (PBI) in Q1 2018, closing a stake of 1,390 shares — an estimated $16K sold.

Clear Perspective Advisors first reported a position in PBI in Q3 2017 and held it in 2 quarters. The position peaked at $16K in Q4 2017. 346 funds tracked by Wall St. Rank hold PBI as of Q1 2018.

  • Clear Perspective Advisors reported no remaining Pitney Bowes position as of Q1 2018 after selling out during the quarter.
  • Clear Perspective Advisors sold 1,390 Pitney Bowes shares in Q1 2018, an estimated $16K.
  • Clear Perspective Advisors first reported a position in Pitney Bowes in Q3 2017 and held it in 2 quarters.
  • Clear Perspective Advisors's Pitney Bowes position peaked at $16K in Q4 2017.
  • 346 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2018.

Based on Clear Perspective Advisors's 13F filing for Q1 2018, filed 14 May 2018.