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IHT Wealth Management’s Pitney Bowes PBI Stock Holding History

IHT 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
2017
Q4 		– Sell
-218
Closed -$3K – 1756
2017
Q3 		$3K Hold
218
– – ﹤0.01% 1171
2017
Q2 		$23 Hold
218
– – 0.01% 740
2017
Q1 		$3K Hold
218
– – ﹤0.01% 1036
2016
Q4 		$3K Buy
+218
New +$3.47K ﹤0.01% 991

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

IHT Wealth Management's PBI Position: Q4 2017 in Review

IHT Wealth Management sold out of Pitney Bowes (PBI) in Q4 2017, closing a stake of 218 shares — an estimated $3K sold.

IHT Wealth Management first reported a position in PBI in Q4 2016 and held it in 4 quarters. The position peaked at $3K in Q3 2017. 351 funds tracked by Wall St. Rank hold PBI as of Q4 2017.

  • IHT Wealth Management reported no remaining Pitney Bowes position as of Q4 2017 after selling out during the quarter.
  • IHT Wealth Management sold 218 Pitney Bowes shares in Q4 2017, an estimated $3K.
  • IHT Wealth Management first reported a position in Pitney Bowes in Q4 2016 and held it in 4 quarters.
  • IHT Wealth Management's Pitney Bowes position peaked at $3K in Q3 2017.
  • 351 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2017.

Based on IHT Wealth Management's 13F filing for Q4 2017, filed 14 Feb 2018.