FineMark National Bank & Trust’s Pitney Bowes PBI Stock Holding History

FineMark National Bank & Trust’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 Q2	–	Sell	-500	Closed	-$12K	–	1466
2015 Q1	$12K	Buy	+500	New	+$11.6K	﹤0.01%	964

Other funds holding PBI

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

D.E. Shaw & Co New York $166B AUM 43.98% 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

FineMark National Bank & Trust's PBI Position: Q2 2015 in Review

FineMark National Bank & Trust sold out of Pitney Bowes (PBI) in Q2 2015, closing a stake of 500 shares — an estimated $12K sold.

FineMark National Bank & Trust first reported a position in PBI in Q1 2015 and held it in 1 quarter. The position peaked at $12K in Q1 2015. 349 funds tracked by Wall St. Rank hold PBI as of Q2 2015.

FineMark National Bank & Trust reported no remaining Pitney Bowes position as of Q2 2015 after selling out during the quarter.
FineMark National Bank & Trust sold 500 Pitney Bowes shares in Q2 2015, an estimated $12K.
FineMark National Bank & Trust first reported a position in Pitney Bowes in Q1 2015 and held it in 1 quarter.
FineMark National Bank & Trust's Pitney Bowes position peaked at $12K in Q1 2015.
349 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2015.

Based on FineMark National Bank & Trust's 13F filing for Q2 2015, filed 11 Aug 2015.