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Lucus Advisors’s Pitney Bowes PBI Stock Holding History

Lucus 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
-21,907
Closed -$452K – 333
2015
Q4 		$452K Sell
21,907
-995
-4% -$20.6K 0.27% 100
2015
Q3 		$455K Sell
22,902
-318
-1% -$6.53K 0.25% 99
2015
Q2 		$483K Buy
23,220
+989
+4% +$22.3K 0.23% 237
2015
Q1 		$518K Buy
22,231
+3,237
+17% +$75.3K 0.26% 118
2014
Q4 		$463K Buy
+18,994
New +$464K 0.21% 183

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

Lucus Advisors's PBI Position: Q1 2016 in Review

Lucus Advisors sold out of Pitney Bowes (PBI) in Q1 2016, closing a stake of 21,907 shares — an estimated $452K sold.

Lucus Advisors first reported a position in PBI in Q4 2014 and held it in 5 quarters. The position peaked at $518K in Q1 2015. 341 funds tracked by Wall St. Rank hold PBI as of Q1 2016.

  • Lucus Advisors reported no remaining Pitney Bowes position as of Q1 2016 after selling out during the quarter.
  • Lucus Advisors sold 21,907 Pitney Bowes shares in Q1 2016, an estimated $452K.
  • Lucus Advisors first reported a position in Pitney Bowes in Q4 2014 and held it in 5 quarters.
  • Lucus Advisors's Pitney Bowes position peaked at $518K in Q1 2015.
  • 341 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2016.

Based on Lucus Advisors's 13F filing for Q1 2016, filed 13 May 2016.