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New England Securities’s Pitney Bowes PBI Stock Holding History

New England 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 		$23K Sell
955
-195
-17% -$4.76K 0.01% 826
2014
Q3 		$29K Buy
1,150
+195
+20% +$5.21K 0.01% 784
2014
Q2 		$26K Sell
955
-664
-41% -$17.7K 0.01% 818
2014
Q1 		$42K Sell
1,619
-131
-7% -$3.23K 0.02% 606
2013
Q4 		$41K Hold
1,750
– – 0.02% 591
2013
Q3 		$32K Sell
1,750
-848
-33% -$13.9K 0.02% 608
2013
Q2 		$38K Buy
+2,598
New +$38.4K 0.03% 505

Other funds holding PBI

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
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
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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
D.E. Shaw & Co
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

New England Securities's PBI Position: Q4 2014 in Review

New England Securities reduced its Pitney Bowes (PBI) stake by 17% in Q4 2014, selling an estimated $4.76K and leaving 955 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #826.

New England Securities first reported a position in PBI in Q2 2013 and has held it in 7 quarters since. The position peaked at $42K in Q1 2014. 359 funds tracked by Wall St. Rank hold PBI as of Q4 2014.

  • New England Securities held 955 shares of Pitney Bowes worth $23K as of Q4 2014.
  • New England Securities sold 195 Pitney Bowes shares in Q4 2014, an estimated $4.76K.
  • Pitney Bowes made up 0.01% of New England Securities's portfolio in Q4 2014, its #826 holding.
  • New England Securities first reported a position in Pitney Bowes in Q2 2013 and has held it in 7 quarters since.
  • New England Securities's Pitney Bowes position peaked at $42K in Q1 2014.
  • 359 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.