IMA Advisory Services’s Pitney Bowes PBI Stock Holding History

IMA Advisory 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
2018 Q3	–	Sell	-216,257	Closed	-$1.85M	–	423
2018 Q2	$1.85M	Buy	216,257 +122,220	+130%	+$1.18M	0.77%	52
2018 Q1	$1.02M	Buy	94,037 +33,403	+55%	+$414K	0.46%	75
2017 Q4	$678K	Sell	60,634 -61,813	-50%	-$728K	0.3%	91
2017 Q3	$1.72M	Buy	122,447 +43,228	+55%	+$593K	0.8%	47
2017 Q2	$1.2M	Sell	79,219 -9,623	-11%	-$141K	0.58%	65
2017 Q1	$1.17M	Buy	88,842 +30,169	+51%	+$426K	0.59%	62
2016 Q4	$891K	Buy	+58,673	New	+$934K	0.55%	60

Other funds holding PBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

IMA Advisory Services's PBI Position: Q3 2018 in Review

IMA Advisory Services sold out of Pitney Bowes (PBI) in Q3 2018, closing a stake of 216,257 shares — an estimated $1.85M sold.

IMA Advisory Services first reported a position in PBI in Q4 2016 and held it in 7 quarters. The position peaked at $1.85M in Q2 2018. 300 funds tracked by Wall St. Rank hold PBI as of Q3 2018.

IMA Advisory Services reported no remaining Pitney Bowes position as of Q3 2018 after selling out during the quarter.
IMA Advisory Services sold 216,257 Pitney Bowes shares in Q3 2018, an estimated $1.85M.
IMA Advisory Services first reported a position in Pitney Bowes in Q4 2016 and held it in 7 quarters.
IMA Advisory Services's Pitney Bowes position peaked at $1.85M in Q2 2018.
300 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2018.

Based on IMA Advisory Services's 13F filing for Q3 2018, filed 18 Oct 2018.