Laffer Tengler Investments’s Pitney Bowes PBI Stock Holding History

Laffer Tengler Investments’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	-64,479	Closed	-$1.39M	–	252
2016 Q1	$1.39M	Buy	+64,479	New	+$1.23M	0.38%	125
2015 Q4	–	Hold	0	–	–	–	141
2015 Q3	–	Sell	-64,479	Closed	-$1.32M	–	159
2015 Q2	$1.34M	Sell	64,479 -33,499	-34%	-$755K	0.33%	171
2015 Q1	$2.28M	Buy	+97,978	New	+$2.28M	0.32%	110
2014 Q4	–	Sell	-97,978	Closed	-$2.39M	–	102
2014 Q3	$2.45M	Hold	97,978	–	–	0.36%	81
2014 Q2	$2.71M	Sell	97,978 -19,613	-17%	-$522K	0.42%	60
2014 Q1	$3.06M	Hold	117,591	–	–	0.49%	47
2013 Q4	$2.74M	Buy	+117,591	New	+$2.53M	0.45%	53
2013 Q3	–	Hold	0	–	–	–	105

Other funds holding PBI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Laffer Tengler Investments's PBI Position: Q2 2016 in Review

Laffer Tengler Investments sold out of Pitney Bowes (PBI) in Q2 2016, closing a stake of 64,479 shares — an estimated $1.39M sold.

Laffer Tengler Investments first reported a position in PBI in Q4 2013 and held it in 7 quarters. The position peaked at $3.06M in Q1 2014. 351 funds tracked by Wall St. Rank hold PBI as of Q2 2016.

Laffer Tengler Investments reported no remaining Pitney Bowes position as of Q2 2016 after selling out during the quarter.
Laffer Tengler Investments sold 64,479 Pitney Bowes shares in Q2 2016, an estimated $1.39M.
Laffer Tengler Investments first reported a position in Pitney Bowes in Q4 2013 and held it in 7 quarters.
Laffer Tengler Investments's Pitney Bowes position peaked at $3.06M in Q1 2014.
351 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2016.

Based on Laffer Tengler Investments's 13F filing for Q2 2016, filed 15 Aug 2016.