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Lenox Wealth Advisors’s Pitney Bowes PBI Stock Holding History

Lenox Wealth 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
2016
Q1 		– Sell
-50
Closed -$1K – 370
2015
Q4 		$1K Sell
50
-56
-53% -$1.16K ﹤0.01% 425
2015
Q3 		$2K Buy
+106
New +$2.17K ﹤0.01% 351

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Lenox Wealth Advisors's PBI Position: Q1 2016 in Review

Lenox Wealth Advisors sold out of Pitney Bowes (PBI) in Q1 2016, closing a stake of 50 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in PBI in Q3 2015 and held it in 2 quarters. The position peaked at $2K in Q3 2015. 341 funds tracked by Wall St. Rank hold PBI as of Q1 2016.

  • Lenox Wealth Advisors reported no remaining Pitney Bowes position as of Q1 2016 after selling out during the quarter.
  • Lenox Wealth Advisors sold 50 Pitney Bowes shares in Q1 2016, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in Pitney Bowes in Q3 2015 and held it in 2 quarters.
  • Lenox Wealth Advisors's Pitney Bowes position peaked at $2K in Q3 2015.
  • 341 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2016.

Based on Lenox Wealth Advisors's 13F filing for Q1 2016, filed 11 Apr 2016.