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IBM Retirement Fund’s Pitney Bowes PBI Stock Holding History

IBM Retirement Fund’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
-15,227
Closed -$231K – 630
2016
Q4 		$231K Sell
15,227
-2,878
-16% -$45.8K 0.01% 854
2016
Q3 		$329K Sell
18,105
-959
-5% -$17.6K 0.02% 798
2016
Q2 		$339K Sell
19,064
-1,439
-7% -$27.7K 0.01% 805
2016
Q1 		$442K Sell
20,503
-26,099
-56% -$496K 0.02% 699
2015
Q4 		$962K Buy
46,602
+3,507
+8% +$72.5K 0.02% 755
2015
Q3 		$855K Sell
43,095
-3,721
-8% -$76.4K 0.02% 709
2015
Q2 		$974K Sell
46,816
-1,107
-2% -$24.9K 0.02% 767
2015
Q1 		$1.12M Hold
47,923
– – 0.02% 704
2014
Q4 		$1.17M Buy
47,923
+4,402
+10% +$108K 0.02% 678
2014
Q3 		$1.09M Sell
43,521
-5,717
-12% -$153K 0.02% 654
2014
Q2 		$1.37M Sell
49,238
-320
-0.6% -$8.52K 0.03% 635
2014
Q1 		$1.3M Sell
49,558
-29,015
-37% -$716K 0.03% 634
2013
Q4 		$1.83M Sell
78,573
-3,889
-5% -$83.6K 0.02% 676
2013
Q3 		$1.5M Sell
82,462
-10,498
-11% -$172K 0.02% 756
2013
Q2 		$1.36M Buy
+92,960
New +$1.37M 0.02% 823

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
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 $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
Norges Bank Oslo, Norway $935B AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

IBM Retirement Fund's PBI Position: Q1 2017 in Review

IBM Retirement Fund sold out of Pitney Bowes (PBI) in Q1 2017, closing a stake of 15,227 shares — an estimated $231K sold.

IBM Retirement Fund first reported a position in PBI in Q2 2013 and held it in 15 quarters. The position peaked at $1.83M in Q4 2013. 357 funds tracked by Wall St. Rank hold PBI as of Q1 2017.

  • IBM Retirement Fund reported no remaining Pitney Bowes position as of Q1 2017 after selling out during the quarter.
  • IBM Retirement Fund sold 15,227 Pitney Bowes shares in Q1 2017, an estimated $231K.
  • IBM Retirement Fund first reported a position in Pitney Bowes in Q2 2013 and held it in 15 quarters.
  • IBM Retirement Fund's Pitney Bowes position peaked at $1.83M in Q4 2013.
  • 357 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2017.

Based on IBM Retirement Fund's 13F filing for Q1 2017, filed 10 May 2017.