Mark Sheptoff Financial Planning’s Pitney Bowes PBI Stock Holding History

Mark Sheptoff Financial Planning’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
2017 Q4	–	Sell	-227	Closed	-$3K	–	379
2017 Q3	$3K	Hold	227	–	–	﹤0.01%	334
2017 Q2	$3K	Sell	227 -1	-0.4%	-$15	﹤0.01%	324
2017 Q1	$3K	Buy	228 +1	+0.4%	+$14	﹤0.01%	325
2016 Q4	$3K	Hold	227	–	–	﹤0.01%	315
2016 Q3	$4K	Hold	227	–	–	﹤0.01%	305
2016 Q2	$4K	Hold	227	–	–	﹤0.01%	296
2016 Q1	$5K	Hold	227	–	–	﹤0.01%	286
2015 Q4	$5K	Hold	227	–	–	﹤0.01%	302
2015 Q3	$5K	Hold	227	–	–	﹤0.01%	289
2015 Q2	$5K	Hold	227	–	–	﹤0.01%	301
2015 Q1	$5K	Hold	227	–	–	﹤0.01%	291
2014 Q4	$6K	Hold	227	–	–	0.01%	285
2014 Q3	$6K	Hold	227	–	–	0.01%	296
2014 Q2	$6K	Hold	227	–	–	0.01%	304
2014 Q1	$6K	Buy	+227	New	+$5.6K	0.01%	309

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Mark Sheptoff Financial Planning's PBI Position: Q4 2017 in Review

Mark Sheptoff Financial Planning sold out of Pitney Bowes (PBI) in Q4 2017, closing a stake of 227 shares — an estimated $3K sold.

Mark Sheptoff Financial Planning first reported a position in PBI in Q1 2014 and held it in 15 quarters. The position peaked at $6K in Q4 2014. 351 funds tracked by Wall St. Rank hold PBI as of Q4 2017.

Mark Sheptoff Financial Planning reported no remaining Pitney Bowes position as of Q4 2017 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 227 Pitney Bowes shares in Q4 2017, an estimated $3K.
Mark Sheptoff Financial Planning first reported a position in Pitney Bowes in Q1 2014 and held it in 15 quarters.
Mark Sheptoff Financial Planning's Pitney Bowes position peaked at $6K in Q4 2014.
351 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2017.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2017, filed 9 Feb 2018.