Mosaic Family Wealth’s Pitney Bowes PBI Stock Holding History

Mosaic Family Wealth’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
2019 Q2	–	Sell	-376	Closed	-$3K	–	476
2019 Q1	$3K	Hold	376	–	–	﹤0.01%	621
2018 Q4	$2K	Hold	376	–	–	﹤0.01%	600
2018 Q3	$3K	Hold	376	–	–	﹤0.01%	588
2018 Q2	$3K	Hold	376	–	–	﹤0.01%	619
2018 Q1	$4K	Hold	376	–	–	﹤0.01%	599
2017 Q4	$4K	Hold	376	–	–	﹤0.01%	614
2017 Q3	$5K	Hold	376	–	–	﹤0.01%	709
2017 Q2	$6K	Hold	376	–	–	﹤0.01%	564
2017 Q1	$5K	Hold	376	–	–	﹤0.01%	582
2016 Q4	$6K	Hold	376	–	–	﹤0.01%	536
2016 Q3	$7K	Hold	376	–	–	﹤0.01%	545
2016 Q2	$7K	Hold	376	–	–	﹤0.01%	565
2016 Q1	$8K	Hold	376	–	–	﹤0.01%	551
2015 Q4	$7K	Buy	+376	New	+$7.78K	﹤0.01%	565

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mosaic Family Wealth's PBI Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Pitney Bowes (PBI) in Q2 2019, closing a stake of 376 shares — an estimated $3K sold.

Mosaic Family Wealth first reported a position in PBI in Q4 2015 and held it in 14 quarters. The position peaked at $8K in Q1 2016. 274 funds tracked by Wall St. Rank hold PBI as of Q2 2019.

Mosaic Family Wealth reported no remaining Pitney Bowes position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 376 Pitney Bowes shares in Q2 2019, an estimated $3K.
Mosaic Family Wealth first reported a position in Pitney Bowes in Q4 2015 and held it in 14 quarters.
Mosaic Family Wealth's Pitney Bowes position peaked at $8K in Q1 2016.
274 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.