Coastline Trust’s Pitney Bowes PBI Stock Holding History

Coastline Trust’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	-28,700	Closed	-$197K	–	326
2019 Q1	$197K	Buy	28,700 +12,900	+82%	+$89.2K	0.03%	316
2018 Q4	$93K	Buy	+15,800	New	+$114K	0.02%	297

Other funds holding PBI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Coastline Trust's PBI Position: Q2 2019 in Review

Coastline Trust sold out of Pitney Bowes (PBI) in Q2 2019, closing a stake of 28,700 shares — an estimated $197K sold.

Coastline Trust first reported a position in PBI in Q4 2018 and held it in 2 quarters. The position peaked at $197K in Q1 2019. 274 funds tracked by Wall St. Rank hold PBI as of Q2 2019.

Coastline Trust reported no remaining Pitney Bowes position as of Q2 2019 after selling out during the quarter.
Coastline Trust sold 28,700 Pitney Bowes shares in Q2 2019, an estimated $197K.
Coastline Trust first reported a position in Pitney Bowes in Q4 2018 and held it in 2 quarters.
Coastline Trust's Pitney Bowes position peaked at $197K in Q1 2019.
274 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2019.

Based on Coastline Trust's 13F filing for Q2 2019, filed 18 Jul 2019.