First Allied Advisory Services’s Pitney Bowes PBI Stock Holding History

First Allied Advisory Services’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	-17,604	Closed	-$249K	–	1559
2017 Q3	$249K	Sell	17,604 -558	-3%	-$7.66K	0.01%	900
2017 Q2	$275K	Buy	18,162 +2,314	+15%	+$33.8K	0.01%	876
2017 Q1	$208K	Sell	15,848 -2,658	-14%	-$37.5K	0.01%	976
2016 Q4	$281K	Buy	18,506 +2,333	+14%	+$37.1K	0.01%	812
2016 Q3	$294K	Sell	16,173 -303	-2%	-$5.56K	0.02%	756
2016 Q2	$292K	Sell	16,476 -4,602	-22%	-$88.7K	0.02%	754
2016 Q1	$450K	Buy	21,078 +3,357	+19%	+$63.8K	0.03%	582
2015 Q4	$358K	Buy	17,721 +1,593	+10%	+$33K	0.02%	707
2015 Q3	$314K	Sell	16,128 -2,190	-12%	-$44.9K	0.02%	713
2015 Q2	$378K	Sell	18,318 -481	-3%	-$10.8K	0.02%	732
2015 Q1	$438K	Buy	18,799 +3,212	+21%	+$74.8K	0.03%	616
2014 Q4	$384K	Buy	15,587 +2,609	+20%	+$63.7K	0.03%	624
2014 Q3	$320K	Sell	12,978 -881	-6%	-$23.6K	0.03%	701
2014 Q2	$386K	Sell	13,859 -1,253	-8%	-$33.4K	0.03%	617
2014 Q1	$392K	Sell	15,112 -1,909	-11%	-$47.1K	0.03%	610
2013 Q4	$398K	Sell	17,021 -194	-1%	-$4.17K	0.03%	566
2013 Q3	$313K	Buy	17,215 +1,035	+6%	+$17K	0.02%	707
2013 Q2	$237K	Buy	+16,180	New	+$239K	0.02%	774

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

First Allied Advisory Services's PBI Position: Q4 2017 in Review

First Allied Advisory Services sold out of Pitney Bowes (PBI) in Q4 2017, closing a stake of 17,604 shares — an estimated $249K sold.

First Allied Advisory Services first reported a position in PBI in Q2 2013 and held it in 18 quarters. The position peaked at $450K in Q1 2016. 351 funds tracked by Wall St. Rank hold PBI as of Q4 2017.

First Allied Advisory Services reported no remaining Pitney Bowes position as of Q4 2017 after selling out during the quarter.
First Allied Advisory Services sold 17,604 Pitney Bowes shares in Q4 2017, an estimated $249K.
First Allied Advisory Services first reported a position in Pitney Bowes in Q2 2013 and held it in 18 quarters.
First Allied Advisory Services's Pitney Bowes position peaked at $450K in Q1 2016.
351 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2017.

Based on First Allied Advisory Services's 13F filing for Q4 2017, filed 8 Feb 2018.