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Gupta Wealth Management’s Pitney Bowes PBI Stock Holding History

Gupta 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
2016
Q1 		$7K Hold
339
– – ﹤0.01% 920
2015
Q4 		$7K Buy
+339
New +$7.01K ﹤0.01% 966

Other funds holding PBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Gupta Wealth Management's PBI Position: Q1 2016 in Review

Gupta Wealth Management held its Pitney Bowes (PBI) position steady in Q1 2016 at 339 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #920.

Gupta Wealth Management first reported a position in PBI in Q4 2015 and has held it in 2 quarters since. 341 funds tracked by Wall St. Rank hold PBI as of Q1 2016.

  • Gupta Wealth Management held 339 shares of Pitney Bowes worth $7K as of Q1 2016.
  • Gupta Wealth Management left its Pitney Bowes share count unchanged in Q1 2016.
  • Pitney Bowes made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #920 holding.
  • Gupta Wealth Management first reported a position in Pitney Bowes in Q4 2015 and has held it in 2 quarters since.
  • 341 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.