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Ladenburg Thalmann Financial Services’s Pitney Bowes PBI Stock Holding History

Ladenburg Thalmann Financial Services’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
Q4 		$202K Sell
50,234
-7,196
-13% -$33K ﹤0.01% 2493
2019
Q3 		$262K Buy
57,430
+13,737
+31% +$55.1K ﹤0.01% 2259
2019
Q2 		$188K Sell
43,693
-2,665
-6% -$14.3K ﹤0.01% 2520
2019
Q1 		$319K Sell
46,358
-23,590
-34% -$163K ﹤0.01% 2038
2018
Q4 		$415K Buy
69,948
+10,592
+18% +$76.3K ﹤0.01% 1679
2018
Q3 		$421K Buy
59,356
+44,106
+289% +$356K ﹤0.01% 1736
2018
Q2 		$167K Hold
15,250
– – ﹤0.01% 2374
2018
Q1 		$167K Buy
15,250
+570
+4% +$7.06K ﹤0.01% 2374
2017
Q4 		$165K Sell
14,680
-2,122
-13% -$25K ﹤0.01% 2348
2017
Q3 		$235K Sell
16,802
-4,661
-22% -$64K ﹤0.01% 1986
2017
Q2 		$325K Sell
21,463
-5,116
-19% -$74.7K ﹤0.01% 1686
2017
Q1 		$348K Sell
26,579
-1,961
-7% -$27.7K ﹤0.01% 1537
2016
Q4 		$439K Buy
28,540
+7,879
+38% +$125K 0.01% 1340
2016
Q3 		$375K Buy
20,661
+163
+0.8% +$2.99K 0.01% 1350
2016
Q2 		$365K Sell
20,498
-226
-1% -$4.36K 0.01% 1311
2016
Q1 		$446K Buy
20,724
+2,364
+13% +$44.9K 0.01% 1123
2015
Q4 		$379K Buy
18,360
+2,106
+13% +$43.6K 0.01% 1176
2015
Q3 		$322K Sell
16,254
-933
-5% -$19.1K 0.01% 1192
2015
Q2 		$358K Sell
17,187
-29,433
-63% -$663K 0.01% 1235
2015
Q1 		$1.09M Sell
46,620
-9,013
-16% -$210K 0.02% 652
2014
Q4 		$1.35M Sell
55,633
-9,124
-14% -$223K 0.03% 479
2014
Q3 		$1.62M Buy
64,757
+10,345
+19% +$277K 0.04% 347
2014
Q2 		$1.5M Buy
54,412
+3,217
+6% +$85.7K 0.04% 375
2014
Q1 		$1.33M Sell
51,195
-3,561
-7% -$87.8K 0.04% 374
2013
Q4 		$1.28M Sell
54,756
-13,192
-19% -$284K 0.04% 366
2013
Q3 		$1.24M Sell
67,948
-4,065
-6% -$66.7K 0.04% 342
2013
Q2 		$1.06M Buy
+72,013
New +$1.06M 0.04% 379

Other funds holding PBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ladenburg Thalmann Financial Services's PBI Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Pitney Bowes (PBI) stake by 13% in Q4 2019, selling an estimated $33K and leaving 50,234 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #2493.

Ladenburg Thalmann Financial Services first reported a position in PBI in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.62M in Q3 2014. 267 funds tracked by Wall St. Rank hold PBI as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 50,234 shares of Pitney Bowes worth $202K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 7,196 Pitney Bowes shares in Q4 2019, an estimated $33K.
  • Pitney Bowes made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2493 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Pitney Bowes in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's Pitney Bowes position peaked at $1.62M in Q3 2014.
  • 267 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.