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Kanaly Trust’s Pitney Bowes PBI Stock Holding History

Kanaly Trust’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
-160
Closed -$3K – 941
2016
Q3 		$3K Sell
160
-216
-57% -$3.96K ﹤0.01% 738
2016
Q2 		$7K Buy
376
+119
+46% +$2.29K ﹤0.01% 599
2016
Q1 		$6K Hold
257
– – ﹤0.01% 632
2015
Q4 		$5K Buy
+257
New +$5.32K ﹤0.01% 674

Other funds holding PBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Kanaly Trust's PBI Position: Q4 2016 in Review

Kanaly Trust sold out of Pitney Bowes (PBI) in Q4 2016, closing a stake of 160 shares — an estimated $3K sold.

Kanaly Trust first reported a position in PBI in Q4 2015 and held it in 4 quarters. The position peaked at $7K in Q2 2016. 382 funds tracked by Wall St. Rank hold PBI as of Q4 2016.

  • Kanaly Trust reported no remaining Pitney Bowes position as of Q4 2016 after selling out during the quarter.
  • Kanaly Trust sold 160 Pitney Bowes shares in Q4 2016, an estimated $3K.
  • Kanaly Trust first reported a position in Pitney Bowes in Q4 2015 and held it in 4 quarters.
  • Kanaly Trust's Pitney Bowes position peaked at $7K in Q2 2016.
  • 382 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.