Legacy Financial Advisors’s Pitney Bowes PBI Stock Holding History

Legacy Financial 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
2018 Q3	–	Sell	-167	Closed	-$1K	–	936
2018 Q2	$1K	Buy	+167	New	+$1.61K	﹤0.01%	886

Other funds holding PBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Legacy Financial Advisors's PBI Position: Q3 2018 in Review

Legacy Financial Advisors sold out of Pitney Bowes (PBI) in Q3 2018, closing a stake of 167 shares — an estimated $1K sold.

Legacy Financial Advisors first reported a position in PBI in Q2 2018 and held it in 1 quarter. The position peaked at $1K in Q2 2018. 300 funds tracked by Wall St. Rank hold PBI as of Q3 2018.

Legacy Financial Advisors reported no remaining Pitney Bowes position as of Q3 2018 after selling out during the quarter.
Legacy Financial Advisors sold 167 Pitney Bowes shares in Q3 2018, an estimated $1K.
Legacy Financial Advisors first reported a position in Pitney Bowes in Q2 2018 and held it in 1 quarter.
Legacy Financial Advisors's Pitney Bowes position peaked at $1K in Q2 2018.
300 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2018.

Based on Legacy Financial Advisors's 13F filing for Q3 2018, filed 30 Oct 2018.