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Kelly Lawrence W & Associates’s Pitney Bowes PBI Stock Holding History

Kelly Lawrence W & Associates’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
-2,250
Closed -$48K – 189
2016
Q1 		$48K Hold
2,250
– – 0.01% 123
2015
Q4 		$46K Buy
+2,250
New +$46.5K 0.01% 127

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

Kelly Lawrence W & Associates's PBI Position: Q2 2016 in Review

Kelly Lawrence W & Associates sold out of Pitney Bowes (PBI) in Q2 2016, closing a stake of 2,250 shares — an estimated $48K sold.

Kelly Lawrence W & Associates first reported a position in PBI in Q4 2015 and held it in 2 quarters. The position peaked at $48K in Q1 2016. 351 funds tracked by Wall St. Rank hold PBI as of Q2 2016.

  • Kelly Lawrence W & Associates reported no remaining Pitney Bowes position as of Q2 2016 after selling out during the quarter.
  • Kelly Lawrence W & Associates sold 2,250 Pitney Bowes shares in Q2 2016, an estimated $48K.
  • Kelly Lawrence W & Associates first reported a position in Pitney Bowes in Q4 2015 and held it in 2 quarters.
  • Kelly Lawrence W & Associates's Pitney Bowes position peaked at $48K in Q1 2016.
  • 351 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2016.

Based on Kelly Lawrence W & Associates's 13F filing for Q2 2016, filed 15 Aug 2016.