Integrated Wealth Management (Palm Desert)’s Pitney Bowes PBI Stock Holding History

Integrated Wealth Management (Palm Desert)’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 Q4	–	Sell	-16	Closed	–	–	779
2016 Q3	$0	Hold	16	–	–	﹤0.01%	1300
2016 Q2	$0	Hold	16	–	–	﹤0.01%	1347
2016 Q1	$0	Sell	16 -307	-95%	-$5.83K	﹤0.01%	1290
2015 Q4	$7K	Hold	323	–	–	﹤0.01%	866
2015 Q3	$6K	Buy	323 +307	+1,919%	+$6.3K	﹤0.01%	896
2015 Q2	$0	Hold	16	–	–	﹤0.01%	1434
2015 Q1	$0	Buy	+16	New	+$372	﹤0.01%	1340

Other funds holding PBI

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s PBI Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Pitney Bowes (PBI) in Q4 2016, closing a stake of 16 shares.

Integrated Wealth Management (Palm Desert) first reported a position in PBI in Q1 2015 and held it in 7 quarters. The position peaked at $7K in Q4 2015. 382 funds tracked by Wall St. Rank hold PBI as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Pitney Bowes position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 16 Pitney Bowes shares in Q4 2016.
Integrated Wealth Management (Palm Desert) first reported a position in Pitney Bowes in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Pitney Bowes position peaked at $7K in Q4 2015.
382 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.