Financial Architects (New Jersey)’s Pitney Bowes PBI Stock Holding History

Financial Architects (New Jersey)’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
2015 Q3	–	Sell	-172	Closed	-$4K	–	700
2015 Q2	$4K	Sell	172 -34	-17%	-$766	﹤0.01%	1010
2015 Q1	$5K	Buy	+206	New	+$4.79K	﹤0.01%	886

Other funds holding PBI

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

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

IAM

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Financial Architects (New Jersey)'s PBI Position: Q3 2015 in Review

Financial Architects (New Jersey) sold out of Pitney Bowes (PBI) in Q3 2015, closing a stake of 172 shares — an estimated $4K sold.

Financial Architects (New Jersey) first reported a position in PBI in Q1 2015 and held it in 2 quarters. The position peaked at $5K in Q1 2015. 331 funds tracked by Wall St. Rank hold PBI as of Q3 2015.

Financial Architects (New Jersey) reported no remaining Pitney Bowes position as of Q3 2015 after selling out during the quarter.
Financial Architects (New Jersey) sold 172 Pitney Bowes shares in Q3 2015, an estimated $4K.
Financial Architects (New Jersey) first reported a position in Pitney Bowes in Q1 2015 and held it in 2 quarters.
Financial Architects (New Jersey)'s Pitney Bowes position peaked at $5K in Q1 2015.
331 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2015.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2015, filed 13 Nov 2015.