Evercore Wealth Management’s Pitney Bowes PBI Stock Holding History

Evercore Wealth 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
2017 Q4	–	Sell	-1,060	Closed	-$15K	–	927
2017 Q3	$15K	Hold	1,060	–	–	﹤0.01%	753
2017 Q2	$16K	Hold	1,060	–	–	﹤0.01%	748
2017 Q1	$14K	Hold	1,060	–	–	﹤0.01%	797
2016 Q4	$16K	Sell	1,060 -100	-9%	-$1.59K	﹤0.01%	781
2016 Q3	$21K	Buy	1,160 +100	+9%	+$1.83K	﹤0.01%	762
2016 Q2	$19K	Hold	1,060	–	–	﹤0.01%	765
2016 Q1	$23K	Hold	1,060	–	–	﹤0.01%	699
2015 Q4	$22K	Hold	1,060	–	–	﹤0.01%	749
2015 Q3	$21K	Hold	1,060	–	–	﹤0.01%	731
2015 Q2	$22K	Hold	1,060	–	–	﹤0.01%	778
2015 Q1	$25K	Hold	1,060	–	–	﹤0.01%	749
2014 Q4	$26K	Hold	1,060	–	–	﹤0.01%	631
2014 Q3	$26K	Hold	1,060	–	–	﹤0.01%	701
2014 Q2	$29K	Hold	1,060	–	–	﹤0.01%	684
2014 Q1	$28K	Buy	+1,060	New	+$26.1K	﹤0.01%	688

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

Evercore Wealth Management's PBI Position: Q4 2017 in Review

Evercore Wealth Management sold out of Pitney Bowes (PBI) in Q4 2017, closing a stake of 1,060 shares — an estimated $15K sold.

Evercore Wealth Management first reported a position in PBI in Q1 2014 and held it in 15 quarters. The position peaked at $29K in Q2 2014. 351 funds tracked by Wall St. Rank hold PBI as of Q4 2017.

Evercore Wealth Management reported no remaining Pitney Bowes position as of Q4 2017 after selling out during the quarter.
Evercore Wealth Management sold 1,060 Pitney Bowes shares in Q4 2017, an estimated $15K.
Evercore Wealth Management first reported a position in Pitney Bowes in Q1 2014 and held it in 15 quarters.
Evercore Wealth Management's Pitney Bowes position peaked at $29K in Q2 2014.
351 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2017.

Based on Evercore Wealth Management's 13F filing for Q4 2017, filed 13 Feb 2018.