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Glassman Wealth Services’s Pitney Bowes PBI Stock Holding History

Glassman Wealth 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
2020
Q1 		– Sell
-4
Closed – – 1453
2019
Q4 		$0 Hold
4
– – ﹤0.01% 1405
2019
Q3 		$0 Sell
4
-123
-97% -$493 ﹤0.01% 1297
2019
Q2 		$1K Buy
127
+82
+182% +$440 ﹤0.01% 905
2019
Q1 		$0 Hold
45
– – ﹤0.01% 1166
2018
Q4 		$0 Buy
+45
New +$324 ﹤0.01% 930
2017
Q2 		– Sell
-7
Closed – – 633
2017
Q1 		$0 Buy
+7
New +$99 ﹤0.01% 665

Other funds holding PBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Glassman Wealth Services's PBI Position: Q1 2020 in Review

Glassman Wealth Services sold out of Pitney Bowes (PBI) in Q1 2020, closing a stake of 4 shares.

Glassman Wealth Services first reported a position in PBI in Q1 2017 and held it in 6 quarters. The position peaked at $1K in Q2 2019. 241 funds tracked by Wall St. Rank hold PBI as of Q1 2020.

  • Glassman Wealth Services reported no remaining Pitney Bowes position as of Q1 2020 after selling out during the quarter.
  • Glassman Wealth Services sold 4 Pitney Bowes shares in Q1 2020.
  • Glassman Wealth Services first reported a position in Pitney Bowes in Q1 2017 and held it in 6 quarters.
  • Glassman Wealth Services's Pitney Bowes position peaked at $1K in Q2 2019.
  • 241 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2020.

Based on Glassman Wealth Services's 13F filing for Q1 2020, filed 12 May 2020.