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Howe & Rusling’s Pitney Bowes PBI Stock Holding History

Howe & Rusling’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 		– Sell
-450
Closed -$9K – 1044
2015
Q4 		$9K Hold
450
– – ﹤0.01% 529
2015
Q3 		$9K Hold
450
– – ﹤0.01% 520
2015
Q2 		$9K Hold
450
– – ﹤0.01% 535
2015
Q1 		$10K Sell
450
-23
-5% -$535 ﹤0.01% 493
2014
Q4 		$12K Buy
473
+143
+43% +$3.49K ﹤0.01% 472
2014
Q3 		$8K Buy
330
+109
+49% +$2.92K ﹤0.01% 526
2014
Q2 		$6K Buy
+221
New +$5.88K ﹤0.01% 589

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 $247M AUM 20.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Howe & Rusling's PBI Position: Q1 2016 in Review

Howe & Rusling sold out of Pitney Bowes (PBI) in Q1 2016, closing a stake of 450 shares — an estimated $9K sold.

Howe & Rusling first reported a position in PBI in Q2 2014 and held it in 7 quarters. The position peaked at $12K in Q4 2014. 341 funds tracked by Wall St. Rank hold PBI as of Q1 2016.

  • Howe & Rusling reported no remaining Pitney Bowes position as of Q1 2016 after selling out during the quarter.
  • Howe & Rusling sold 450 Pitney Bowes shares in Q1 2016, an estimated $9K.
  • Howe & Rusling first reported a position in Pitney Bowes in Q2 2014 and held it in 7 quarters.
  • Howe & Rusling's Pitney Bowes position peaked at $12K in Q4 2014.
  • 341 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2016.

Based on Howe & Rusling's 13F filing for Q1 2016, filed 16 May 2016.