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Executive Wealth Management’s Pitney Bowes PBI Stock Holding History

Executive 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
2019
Q3 		– Sell
-200
Closed -$1K – 582
2019
Q2 		$1K Hold
200
– – ﹤0.01% 862
2019
Q1 		$1K Hold
200
– – ﹤0.01% 798
2018
Q4 		$1K Buy
+200
New +$1.44K ﹤0.01% 841

Other funds holding PBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Executive Wealth Management's PBI Position: Q3 2019 in Review

Executive Wealth Management sold out of Pitney Bowes (PBI) in Q3 2019, closing a stake of 200 shares — an estimated $1K sold.

Executive Wealth Management first reported a position in PBI in Q4 2018 and held it in 3 quarters. The position peaked at $1K in Q2 2019. 255 funds tracked by Wall St. Rank hold PBI as of Q3 2019.

  • Executive Wealth Management reported no remaining Pitney Bowes position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 200 Pitney Bowes shares in Q3 2019, an estimated $1K.
  • Executive Wealth Management first reported a position in Pitney Bowes in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Pitney Bowes position peaked at $1K in Q2 2019.
  • 255 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.