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Counsel Portfolio Services’s Pitney Bowes PBI Stock Holding History

Counsel Portfolio Services’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
2013
Q3 		– Sell
-40,600
Closed -$596K – 315
2013
Q2 		$596K Buy
+40,600
New +$600K 0.07% 216

Other funds holding PBI

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CCI
Columbus Circle Investors $2.28B AUM 135.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
AAM
Alken Asset Management London, United Kingdom $89.6M AUM 3.28% 1-Year Est. Return

Counsel Portfolio Services's PBI Position: Q3 2013 in Review

Counsel Portfolio Services sold out of Pitney Bowes (PBI) in Q3 2013, closing a stake of 40,600 shares — an estimated $596K sold.

Counsel Portfolio Services first reported a position in PBI in Q2 2013 and held it in 1 quarter. The position peaked at $596K in Q2 2013. 353 funds tracked by Wall St. Rank hold PBI as of Q3 2013.

  • Counsel Portfolio Services reported no remaining Pitney Bowes position as of Q3 2013 after selling out during the quarter.
  • Counsel Portfolio Services sold 40,600 Pitney Bowes shares in Q3 2013, an estimated $596K.
  • Counsel Portfolio Services first reported a position in Pitney Bowes in Q2 2013 and held it in 1 quarter.
  • Counsel Portfolio Services's Pitney Bowes position peaked at $596K in Q2 2013.
  • 353 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2013.

Based on Counsel Portfolio Services's 13F filing for Q3 2013, filed 12 Nov 2013.