M Holdings Securities’s Pitney Bowes PBI Stock Holding History

M Holdings Securities’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
2014 Q4	–	Sell	-7,022	Closed	-$175K	–	359
2014 Q3	$175K	Buy	+7,022	New	+$188K	0.1%	197

Other funds holding PBI

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

BFA

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

M Holdings Securities's PBI Position: Q4 2014 in Review

M Holdings Securities sold out of Pitney Bowes (PBI) in Q4 2014, closing a stake of 7,022 shares — an estimated $175K sold.

M Holdings Securities first reported a position in PBI in Q3 2014 and held it in 1 quarter. The position peaked at $175K in Q3 2014. 359 funds tracked by Wall St. Rank hold PBI as of Q4 2014.

M Holdings Securities reported no remaining Pitney Bowes position as of Q4 2014 after selling out during the quarter.
M Holdings Securities sold 7,022 Pitney Bowes shares in Q4 2014, an estimated $175K.
M Holdings Securities first reported a position in Pitney Bowes in Q3 2014 and held it in 1 quarter.
M Holdings Securities's Pitney Bowes position peaked at $175K in Q3 2014.
359 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2014.

Based on M Holdings Securities's 13F filing for Q4 2014, filed 13 Feb 2015.