Cresset Asset Management’s Pitney Bowes PBI Stock Holding History

Cresset Asset Management’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	-179	Closed	-$1K	–	1326
2019 Q1	$1K	Hold	179	–	–	﹤0.01%	1838
2018 Q4	$1K	Buy	+179	New	+$1.29K	﹤0.01%	1555

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

MVP

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Cresset Asset Management's PBI Position: Q2 2019 in Review

Cresset Asset Management sold out of Pitney Bowes (PBI) in Q2 2019, closing a stake of 179 shares — an estimated $1K sold.

Cresset Asset Management first reported a position in PBI in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 274 funds tracked by Wall St. Rank hold PBI as of Q2 2019.

Cresset Asset Management reported no remaining Pitney Bowes position as of Q2 2019 after selling out during the quarter.
Cresset Asset Management sold 179 Pitney Bowes shares in Q2 2019, an estimated $1K.
Cresset Asset Management first reported a position in Pitney Bowes in Q4 2018 and held it in 2 quarters.
Cresset Asset Management's Pitney Bowes position peaked at $1K in Q1 2019.
274 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2019.

Based on Cresset Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.