LifePlan Financial Group’s Pitney Bowes PBI Stock Holding History

LifePlan Financial Group’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
2015 Q2	–	Sell	-9,780	Closed	-$228K	–	100
2015 Q1	$228K	Hold	9,780	–	–	0.15%	70
2014 Q4	$238K	Buy	+9,780	New	+$239K	0.16%	68
2014 Q3	–	Sell	-7,550	Closed	-$209K	–	69
2014 Q2	$209K	Hold	7,550	–	–	0.15%	61
2014 Q1	$196K	Hold	7,550	–	–	0.16%	60
2013 Q4	$176K	Buy	+7,550	New	+$162K	0.12%	66

Other funds holding PBI

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

BFA

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

LifePlan Financial Group's PBI Position: Q2 2015 in Review

LifePlan Financial Group sold out of Pitney Bowes (PBI) in Q2 2015, closing a stake of 9,780 shares — an estimated $228K sold.

LifePlan Financial Group first reported a position in PBI in Q4 2013 and held it in 5 quarters. The position peaked at $238K in Q4 2014. 349 funds tracked by Wall St. Rank hold PBI as of Q2 2015.

LifePlan Financial Group reported no remaining Pitney Bowes position as of Q2 2015 after selling out during the quarter.
LifePlan Financial Group sold 9,780 Pitney Bowes shares in Q2 2015, an estimated $228K.
LifePlan Financial Group first reported a position in Pitney Bowes in Q4 2013 and held it in 5 quarters.
LifePlan Financial Group's Pitney Bowes position peaked at $238K in Q4 2014.
349 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2015.

Based on LifePlan Financial Group's 13F filing for Q2 2015, filed 18 Aug 2015.