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JP Morgan Private Wealth Advisors’s Pitney Bowes PBI Stock Holding History

JP Morgan Private Wealth 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
2016
Q2 		– Sell
-9,351
Closed -$202K – 1301
2016
Q1 		$202K Buy
+9,351
New +$178K ﹤0.01% 1079
2014
Q1 		– Sell
-10,881
Closed -$254K – 884
2013
Q4 		$254K Sell
10,881
-1,840
-14% -$39.6K 0.01% 563
2013
Q3 		$231K Buy
12,721
+144
+1% +$2.36K 0.01% 566
2013
Q2 		$185K Buy
+12,577
New +$186K ﹤0.01% 583

Other funds holding PBI

Vanguard Group
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Private Wealth Advisors's PBI Position: Q2 2016 in Review

JP Morgan Private Wealth Advisors sold out of Pitney Bowes (PBI) in Q2 2016, closing a stake of 9,351 shares — an estimated $202K sold.

JP Morgan Private Wealth Advisors first reported a position in PBI in Q2 2013 and held it in 4 quarters. The position peaked at $254K in Q4 2013. 351 funds tracked by Wall St. Rank hold PBI as of Q2 2016.

  • JP Morgan Private Wealth Advisors reported no remaining Pitney Bowes position as of Q2 2016 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 9,351 Pitney Bowes shares in Q2 2016, an estimated $202K.
  • JP Morgan Private Wealth Advisors first reported a position in Pitney Bowes in Q2 2013 and held it in 4 quarters.
  • JP Morgan Private Wealth Advisors's Pitney Bowes position peaked at $254K in Q4 2013.
  • 351 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2016.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2016, filed 15 Aug 2016.