JOYN Advisors’s Pitney Bowes PBI Stock Holding History

JOYN Advisors’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
2019 Q1	–	Sell	-534	Closed	-$3K	–	1022
2018 Q4	$3K	Sell	534 -187	-26%	-$1.35K	﹤0.01%	1408
2018 Q3	$5K	Buy	721 +479	+198%	+$3.87K	﹤0.01%	1199
2018 Q2	$2K	Buy	+242	New	+$2.34K	﹤0.01%	1443

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

JOYN Advisors's PBI Position: Q1 2019 in Review

JOYN Advisors sold out of Pitney Bowes (PBI) in Q1 2019, closing a stake of 534 shares — an estimated $3K sold.

JOYN Advisors first reported a position in PBI in Q2 2018 and held it in 3 quarters. The position peaked at $5K in Q3 2018. 314 funds tracked by Wall St. Rank hold PBI as of Q1 2019.

JOYN Advisors reported no remaining Pitney Bowes position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 534 Pitney Bowes shares in Q1 2019, an estimated $3K.
JOYN Advisors first reported a position in Pitney Bowes in Q2 2018 and held it in 3 quarters.
JOYN Advisors's Pitney Bowes position peaked at $5K in Q3 2018.
314 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.