Fusion Family Wealth’s Pitney Bowes PBI Stock Holding History

Fusion Family Wealth’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 Q2	–	Sell	-161	Closed	-$2K	–	311
2017 Q1	$2K	Buy	+161	New	+$2.27K	﹤0.01%	273

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

MHI

Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Fusion Family Wealth's PBI Position: Q2 2017 in Review

Fusion Family Wealth sold out of Pitney Bowes (PBI) in Q2 2017, closing a stake of 161 shares — an estimated $2K sold.

Fusion Family Wealth first reported a position in PBI in Q1 2017 and held it in 1 quarter. The position peaked at $2K in Q1 2017. 348 funds tracked by Wall St. Rank hold PBI as of Q2 2017.

Fusion Family Wealth reported no remaining Pitney Bowes position as of Q2 2017 after selling out during the quarter.
Fusion Family Wealth sold 161 Pitney Bowes shares in Q2 2017, an estimated $2K.
Fusion Family Wealth first reported a position in Pitney Bowes in Q1 2017 and held it in 1 quarter.
Fusion Family Wealth's Pitney Bowes position peaked at $2K in Q1 2017.
348 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2017.

Based on Fusion Family Wealth's 13F filing for Q2 2017, filed 7 Aug 2017.