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CrestPoint Capital Management’s Pitney Bowes PBI Stock Holding History

CrestPoint Capital 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
2016
Q3 		– Sell
-19,500
Closed -$347K – 234
2016
Q2 		$347K Hold
19,500
– – 0.18% 162
2016
Q1 		$420K Buy
+19,500
New +$371K 0.23% 140

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

CrestPoint Capital Management's PBI Position: Q3 2016 in Review

CrestPoint Capital Management sold out of Pitney Bowes (PBI) in Q3 2016, closing a stake of 19,500 shares — an estimated $347K sold.

CrestPoint Capital Management first reported a position in PBI in Q1 2016 and held it in 2 quarters. The position peaked at $420K in Q1 2016. 337 funds tracked by Wall St. Rank hold PBI as of Q3 2016.

  • CrestPoint Capital Management reported no remaining Pitney Bowes position as of Q3 2016 after selling out during the quarter.
  • CrestPoint Capital Management sold 19,500 Pitney Bowes shares in Q3 2016, an estimated $347K.
  • CrestPoint Capital Management first reported a position in Pitney Bowes in Q1 2016 and held it in 2 quarters.
  • CrestPoint Capital Management's Pitney Bowes position peaked at $420K in Q1 2016.
  • 337 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2016.

Based on CrestPoint Capital Management's 13F filing for Q3 2016, filed 17 Oct 2016.