MSI Financial Services’s Pitney Bowes PBI Stock Holding History

MSI Financial Services’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 Q4	$229K	Buy	15,093 +1,384	+10%	+$22K	0.01%	1029
2016 Q3	$249K	Sell	13,709 -509	-4%	-$9.34K	0.01%	957
2016 Q2	$253K	Sell	14,218 -354	-2%	-$6.82K	0.01%	907
2016 Q1	$314K	Sell	14,572 -760	-5%	-$14.4K	0.01%	781
2015 Q4	$317K	Buy	15,332 +4,826	+46%	+$99.8K	0.01%	732
2015 Q3	$209K	Sell	10,506 -33,283	-76%	-$683K	0.02%	634
2015 Q2	$911K	Buy	43,789 +5,320	+14%	+$120K	0.06%	317
2015 Q1	$897K	Buy	38,469 +7,666	+25%	+$178K	0.06%	334
2014 Q4	$751K	Buy	30,803 +7,880	+34%	+$192K	0.08%	278
2014 Q3	$573K	Buy	22,923 +2,165	+10%	+$57.9K	0.07%	316
2014 Q2	$573K	Buy	20,758 +2,103	+11%	+$56K	0.08%	303
2014 Q1	$485K	Buy	18,655 +1,864	+11%	+$46K	0.07%	309
2013 Q4	$391K	Sell	16,791 -1,922	-10%	-$41.3K	0.06%	335
2013 Q3	$340K	Buy	18,713 +10,808	+137%	+$177K	0.06%	319
2013 Q2	$116K	Buy	+7,905	New	+$117K	0.02%	585

Other funds holding PBI

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

MSI Financial Services's PBI Position: Q4 2016 in Review

MSI Financial Services increased its Pitney Bowes (PBI) stake by 10% in Q4 2016, buying an estimated $22K and bringing the position to 15,093 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #1029.

MSI Financial Services first reported a position in PBI in Q2 2013 and has held it in 15 quarters since. The position peaked at $911K in Q2 2015. 382 funds tracked by Wall St. Rank hold PBI as of Q4 2016.

MSI Financial Services held 15,093 shares of Pitney Bowes worth $229K as of Q4 2016.
MSI Financial Services bought 1,384 Pitney Bowes shares in Q4 2016, an estimated $22K.
Pitney Bowes made up 0.01% of MSI Financial Services's portfolio in Q4 2016, its #1029 holding.
MSI Financial Services first reported a position in Pitney Bowes in Q2 2013 and has held it in 15 quarters since.
MSI Financial Services's Pitney Bowes position peaked at $911K in Q2 2015.
382 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.