Euclid Advisors’s Pitney Bowes PBI Stock Holding History

Euclid Advisors’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	-6,840	Closed	-$122K	–	341
2016 Q2	$122K	Sell	6,840 -1,990	-23%	-$38.3K	0.01%	485
2016 Q1	$190K	Buy	+8,830	New	+$168K	0.01%	426
2015 Q3	–	Sell	-14,967	Closed	-$311K	–	385
2015 Q2	$311K	Buy	+14,967	New	+$337K	0.01%	435
2014 Q4	–	Sell	-152,360	Closed	-$3.81M	–	466
2014 Q3	$3.81M	Buy	152,360 +19,944	+15%	+$533K	0.03%	420
2014 Q2	$3.66M	Sell	132,416 -41,690	-24%	-$1.11M	0.03%	408
2014 Q1	$4.53M	Buy	174,106 +52,320	+43%	+$1.29M	0.03%	332
2013 Q4	$2.84M	Sell	121,786 -8,940	-7%	-$192K	0.02%	461
2013 Q3	$2.38M	Buy	130,726 +27,386	+27%	+$449K	0.02%	438
2013 Q2	$1.52M	Buy	+103,340	New	+$1.53M	0.02%	454

Other funds holding PBI

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

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 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

Euclid Advisors's PBI Position: Q3 2016 in Review

Euclid Advisors sold out of Pitney Bowes (PBI) in Q3 2016, closing a stake of 6,840 shares — an estimated $122K sold.

Euclid Advisors first reported a position in PBI in Q2 2013 and held it in 9 quarters. The position peaked at $4.53M in Q1 2014. 337 funds tracked by Wall St. Rank hold PBI as of Q3 2016.

Euclid Advisors reported no remaining Pitney Bowes position as of Q3 2016 after selling out during the quarter.
Euclid Advisors sold 6,840 Pitney Bowes shares in Q3 2016, an estimated $122K.
Euclid Advisors first reported a position in Pitney Bowes in Q2 2013 and held it in 9 quarters.
Euclid Advisors's Pitney Bowes position peaked at $4.53M in Q1 2014.
337 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2016.

Based on Euclid Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.