FGC
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Financial Gravity Companies’s Pitney Bowes PBI Stock Holding History

Financial Gravity Companies’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
2018
Q1 		$3K Sell
322
-40
-11% -$495 ﹤0.01% 869
2017
Q4 		$5K Buy
+362
New +$4.27K 0.01% 725

Other funds holding PBI

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Vanguard Group
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D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SCM
Sirios Capital Management Boston, Massachusetts $825M AUM 50.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Financial Gravity Companies's PBI Position: Q1 2018 in Review

Financial Gravity Companies reduced its Pitney Bowes (PBI) stake by 11% in Q1 2018, selling an estimated $495 and leaving 322 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #869.

Financial Gravity Companies first reported a position in PBI in Q4 2017 and has held it in 2 quarters since. The position peaked at $5K in Q4 2017. 346 funds tracked by Wall St. Rank hold PBI as of Q1 2018.

  • Financial Gravity Companies held 322 shares of Pitney Bowes worth $3K as of Q1 2018.
  • Financial Gravity Companies sold 40 Pitney Bowes shares in Q1 2018, an estimated $495.
  • Pitney Bowes made up ﹤0.01% of Financial Gravity Companies's portfolio in Q1 2018, its #869 holding.
  • Financial Gravity Companies first reported a position in Pitney Bowes in Q4 2017 and has held it in 2 quarters since.
  • Financial Gravity Companies's Pitney Bowes position peaked at $5K in Q4 2017.
  • 346 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.