Cordasco Financial Network’s Pitney Bowes PBI Stock Holding History

Cordasco Financial Network’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
2017 Q4	–	Sell	-970	Closed	-$14K	–	260
2017 Q3	$14K	Sell	970 -370	-28%	-$5.08K	0.02%	169
2017 Q2	$20K	Hold	1,340	–	–	0.02%	154
2017 Q1	$18K	Hold	1,340	–	–	0.02%	164
2016 Q4	$20K	Hold	1,340	–	–	0.02%	155
2016 Q3	$24K	Hold	1,340	–	–	0.03%	160
2016 Q2	$24K	Hold	1,340	–	–	0.03%	160
2016 Q1	$29K	Hold	1,340	–	–	0.03%	156
2015 Q4	$28K	Hold	1,340	–	–	0.02%	159
2015 Q3	$27K	Hold	1,340	–	–	0.02%	166
2015 Q2	$28K	Sell	1,340 -790	-37%	-$17.8K	0.02%	168
2015 Q1	$50K	Hold	2,130	–	–	0.04%	147
2014 Q4	$52K	Hold	2,130	–	–	0.04%	153
2014 Q3	$53K	Hold	2,130	–	–	0.04%	161
2014 Q2	$59K	Sell	2,130 -370	-15%	-$9.85K	0.05%	149
2014 Q1	$65K	Hold	2,500	–	–	0.05%	139
2013 Q4	$58K	Buy	+2,500	New	+$53.8K	0.04%	137

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Cordasco Financial Network's PBI Position: Q4 2017 in Review

Cordasco Financial Network sold out of Pitney Bowes (PBI) in Q4 2017, closing a stake of 970 shares — an estimated $14K sold.

Cordasco Financial Network first reported a position in PBI in Q4 2013 and held it in 16 quarters. The position peaked at $65K in Q1 2014. 351 funds tracked by Wall St. Rank hold PBI as of Q4 2017.

Cordasco Financial Network reported no remaining Pitney Bowes position as of Q4 2017 after selling out during the quarter.
Cordasco Financial Network sold 970 Pitney Bowes shares in Q4 2017, an estimated $14K.
Cordasco Financial Network first reported a position in Pitney Bowes in Q4 2013 and held it in 16 quarters.
Cordasco Financial Network's Pitney Bowes position peaked at $65K in Q1 2014.
351 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2017.

Based on Cordasco Financial Network's 13F filing for Q4 2017, filed 19 Jan 2018.