Liberty Wealth Management’s Pitney Bowes PBI Stock Holding History

Liberty Wealth Management’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 Q1	–	Sell	-418	Closed	-$2K	–	820
2018 Q4	$2K	Buy	+418	New	+$3.01K	﹤0.01%	681

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Liberty Wealth Management's PBI Position: Q1 2019 in Review

Liberty Wealth Management sold out of Pitney Bowes (PBI) in Q1 2019, closing a stake of 418 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in PBI in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 314 funds tracked by Wall St. Rank hold PBI as of Q1 2019.

Liberty Wealth Management reported no remaining Pitney Bowes position as of Q1 2019 after selling out during the quarter.
Liberty Wealth Management sold 418 Pitney Bowes shares in Q1 2019, an estimated $2K.
Liberty Wealth Management first reported a position in Pitney Bowes in Q4 2018 and held it in 1 quarter.
Liberty Wealth Management's Pitney Bowes position peaked at $2K in Q4 2018.
314 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2019.

Based on Liberty Wealth Management's 13F filing for Q1 2019, filed 18 Apr 2019.