Joel Isaacson & Co’s Pitney Bowes PBI Stock Holding History

Joel Isaacson & Co’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	-859	Closed	-$13K	–	429
2016 Q4	$13K	Buy	859 +10	+1%	+$159	﹤0.01%	475
2016 Q3	$15K	Buy	849 +9	+1%	+$165	﹤0.01%	500
2016 Q2	$15K	Buy	840 +9	+1%	+$173	﹤0.01%	499
2016 Q1	$18K	Buy	831 +8	+1%	+$152	﹤0.01%	499
2015 Q4	$17K	Buy	823 +7	+0.9%	+$145	﹤0.01%	485
2015 Q3	$16K	Buy	816 +8	+1%	+$164	﹤0.01%	516
2015 Q2	$17K	Buy	808 +7	+0.9%	+$158	﹤0.01%	525
2015 Q1	$19K	Buy	801 +6	+0.8%	+$140	﹤0.01%	501
2014 Q4	$19K	Buy	795 +7	+0.9%	+$171	0.01%	441
2014 Q3	$20K	Buy	788 +5	+0.6%	+$134	0.01%	418
2014 Q2	$22K	Buy	783 +6	+0.8%	+$160	0.01%	398
2014 Q1	$20K	Buy	777 +5	+0.6%	+$123	0.01%	416
2013 Q4	$18K	Buy	772 +7	+0.9%	+$151	0.01%	388
2013 Q3	$14K	Buy	+765	New	+$12.5K	0.01%	386

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

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

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

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 Oslo, Norway $935B AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Joel Isaacson & Co's PBI Position: Q1 2017 in Review

Joel Isaacson & Co sold out of Pitney Bowes (PBI) in Q1 2017, closing a stake of 859 shares — an estimated $13K sold.

Joel Isaacson & Co first reported a position in PBI in Q3 2013 and held it in 14 quarters. The position peaked at $22K in Q2 2014. 357 funds tracked by Wall St. Rank hold PBI as of Q1 2017.

Joel Isaacson & Co reported no remaining Pitney Bowes position as of Q1 2017 after selling out during the quarter.
Joel Isaacson & Co sold 859 Pitney Bowes shares in Q1 2017, an estimated $13K.
Joel Isaacson & Co first reported a position in Pitney Bowes in Q3 2013 and held it in 14 quarters.
Joel Isaacson & Co's Pitney Bowes position peaked at $22K in Q2 2014.
357 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.