Formidable Asset Management’s Pitney Bowes PBI Stock Holding History

Formidable Asset 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
2019 Q2	–	Sell	-3,500	Closed	-$339K	–	308
2019 Q1	$339K	Buy	+3,500	New	+$24.2K	0.13%	130
2016 Q2	–	Sell	-120	Closed	-$2K	–	341
2016 Q1	$2K	Sell	120 -81	-40%	-$1.54K	﹤0.01%	462
2015 Q4	$4K	Hold	201	–	–	﹤0.01%	477
2015 Q3	$3K	Hold	201	–	–	﹤0.01%	546
2015 Q2	$4K	Hold	201	–	–	﹤0.01%	459
2015 Q1	$5K	Hold	201	–	–	﹤0.01%	430
2014 Q4	$5K	Hold	201	–	–	﹤0.01%	399
2014 Q3	$5K	Hold	201	–	–	﹤0.01%	398
2014 Q2	$6K	Hold	201	–	–	﹤0.01%	413
2014 Q1	$5K	Hold	201	–	–	﹤0.01%	393
2013 Q4	$5K	Hold	201	–	–	﹤0.01%	417
2013 Q3	$4K	Buy	+201	New	+$3.3K	﹤0.01%	381

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Formidable Asset Management's PBI Position: Q2 2019 in Review

Formidable Asset Management sold out of Pitney Bowes (PBI) in Q2 2019, closing a stake of 3,500 shares — an estimated $339K sold.

Formidable Asset Management first reported a position in PBI in Q3 2013 and held it in 12 quarters. The position peaked at $339K in Q1 2019. 274 funds tracked by Wall St. Rank hold PBI as of Q2 2019.

Formidable Asset Management reported no remaining Pitney Bowes position as of Q2 2019 after selling out during the quarter.
Formidable Asset Management sold 3,500 Pitney Bowes shares in Q2 2019, an estimated $339K.
Formidable Asset Management first reported a position in Pitney Bowes in Q3 2013 and held it in 12 quarters.
Formidable Asset Management's Pitney Bowes position peaked at $339K in Q1 2019.
274 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2019.

Based on Formidable Asset Management's 13F filing for Q2 2019, filed 15 Oct 2019.