Loring Wolcott & Coolidge Fiduciary Advisors’s Pitney Bowes PBI Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	-625	Closed	-$13K	–	637
2015 Q4	$13K	Hold	625	–	–	﹤0.01%	546
2015 Q3	$13K	Hold	625	–	–	﹤0.01%	527
2015 Q2	$13K	Hold	625	–	–	﹤0.01%	527
2015 Q1	$15K	Hold	625	–	–	﹤0.01%	532
2014 Q4	$15K	Hold	625	–	–	﹤0.01%	524
2014 Q3	$16K	Hold	625	–	–	﹤0.01%	492
2014 Q2	$17K	Hold	625	–	–	﹤0.01%	519
2014 Q1	$16K	Hold	625	–	–	﹤0.01%	510
2013 Q4	$15K	Hold	625	–	–	﹤0.01%	498
2013 Q3	$11K	Buy	+625	New	+$10.3K	﹤0.01%	489

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

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's PBI Position: Q1 2016 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Pitney Bowes (PBI) in Q1 2016, closing a stake of 625 shares — an estimated $13K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PBI in Q3 2013 and held it in 10 quarters. The position peaked at $17K in Q2 2014. 341 funds tracked by Wall St. Rank hold PBI as of Q1 2016.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Pitney Bowes position as of Q1 2016 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 625 Pitney Bowes shares in Q1 2016, an estimated $13K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Pitney Bowes in Q3 2013 and held it in 10 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Pitney Bowes position peaked at $17K in Q2 2014.
341 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2016.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2016, filed 26 Apr 2016.