Index Management Solutions’s Pitney Bowes PBI Stock Holding History

Index Management Solutions’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
2015 Q2	–	Sell	-258	Closed	-$6K	–	797
2015 Q1	$6K	Sell	258 -2,341	-90%	-$54.5K	﹤0.01%	663
2014 Q4	$63K	Buy	2,599 +1,080	+71%	+$26.4K	0.01%	341
2014 Q3	$38K	Sell	1,519 -9,924	-87%	-$265K	﹤0.01%	925
2014 Q2	$316K	Buy	11,443 +6,490	+131%	+$173K	0.04%	421
2014 Q1	$129K	Sell	4,953 -408	-8%	-$10.1K	0.02%	368
2013 Q4	$125K	Buy	5,361 +447	+9%	+$9.61K	0.03%	154
2013 Q3	$89K	Buy	+4,914	New	+$80.6K	0.03%	228

Other funds holding PBI

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Index Management Solutions's PBI Position: Q2 2015 in Review

Index Management Solutions sold out of Pitney Bowes (PBI) in Q2 2015, closing a stake of 258 shares — an estimated $6K sold.

Index Management Solutions first reported a position in PBI in Q3 2013 and held it in 7 quarters. The position peaked at $316K in Q2 2014. 349 funds tracked by Wall St. Rank hold PBI as of Q2 2015.

Index Management Solutions reported no remaining Pitney Bowes position as of Q2 2015 after selling out during the quarter.
Index Management Solutions sold 258 Pitney Bowes shares in Q2 2015, an estimated $6K.
Index Management Solutions first reported a position in Pitney Bowes in Q3 2013 and held it in 7 quarters.
Index Management Solutions's Pitney Bowes position peaked at $316K in Q2 2014.
349 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2015.

Based on Index Management Solutions's 13F filing for Q2 2015, filed 14 Aug 2015.