Focused Wealth Management’s Pitney Bowes PBI Stock Holding History

Focused 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
2018 Q1	–	Sell	-100	Closed	-$1K	–	735
2017 Q4	$1K	Hold	100	–	–	﹤0.01%	651
2017 Q3	$1K	Hold	100	–	–	﹤0.01%	618
2017 Q2	$2K	Hold	100	–	–	﹤0.01%	635
2017 Q1	$1K	Sell	100 -327	-77%	-$4.62K	﹤0.01%	654
2016 Q4	$6K	Hold	427	–	–	﹤0.01%	531
2016 Q3	$8K	Hold	427	–	–	﹤0.01%	467
2016 Q2	$8K	Hold	427	–	–	﹤0.01%	462
2016 Q1	$9K	Hold	427	–	–	﹤0.01%	409
2015 Q4	$9K	Hold	427	–	–	0.01%	424
2015 Q3	$8K	Hold	427	–	–	0.01%	434
2015 Q2	$9K	Hold	427	–	–	0.01%	422
2015 Q1	$10K	Hold	427	–	–	0.01%	430
2014 Q4	$10K	Hold	427	–	–	0.01%	425
2014 Q3	$11K	Hold	427	–	–	0.01%	419
2014 Q2	$12K	Hold	427	–	–	0.01%	392
2014 Q1	$11K	Hold	427	–	–	0.01%	381
2013 Q4	$10K	Buy	427 +2	+0.5%	+$43	0.01%	400
2013 Q3	$8K	Buy	+425	New	+$6.97K	0.01%	396

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Focused Wealth Management's PBI Position: Q1 2018 in Review

Focused Wealth Management sold out of Pitney Bowes (PBI) in Q1 2018, closing a stake of 100 shares — an estimated $1K sold.

Focused Wealth Management first reported a position in PBI in Q3 2013 and held it in 18 quarters. The position peaked at $12K in Q2 2014. 346 funds tracked by Wall St. Rank hold PBI as of Q1 2018.

Focused Wealth Management reported no remaining Pitney Bowes position as of Q1 2018 after selling out during the quarter.
Focused Wealth Management sold 100 Pitney Bowes shares in Q1 2018, an estimated $1K.
Focused Wealth Management first reported a position in Pitney Bowes in Q3 2013 and held it in 18 quarters.
Focused Wealth Management's Pitney Bowes position peaked at $12K in Q2 2014.
346 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2018.

Based on Focused Wealth Management's 13F filing for Q1 2018, filed 7 May 2018.