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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Pitney Bowes PBI Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2017
Q1 		– Sell
-200
Closed -$4K – 490
2016
Q4 		$4K Hold
200
– – ﹤0.01% 410
2016
Q3 		$3K Hold
200
– – ﹤0.01% 377
2016
Q2 		$3K Buy
+200
New +$3.85K ﹤0.01% 351

Other funds holding PBI

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's PBI Position: Q1 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Pitney Bowes (PBI) in Q1 2017, closing a stake of 200 shares — an estimated $4K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in PBI in Q2 2016 and held it in 3 quarters. The position peaked at $4K in Q4 2016. 357 funds tracked by Wall St. Rank hold PBI as of Q1 2017.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Pitney Bowes position as of Q1 2017 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 200 Pitney Bowes shares in Q1 2017, an estimated $4K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Pitney Bowes in Q2 2016 and held it in 3 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Pitney Bowes position peaked at $4K in Q4 2016.
  • 357 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q1 2017, filed 28 Apr 2017.