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New York Life Trust’s Pitney Bowes PBI Stock Holding History

New York Life Trust’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
Q3 		– Sell
-1,797
Closed -$32K – 264
2016
Q2 		$32K Sell
1,797
-3,497
-66% -$67.4K 0.16% 164
2016
Q1 		$114K Buy
5,294
+881
+20% +$16.7K 0.49% 57
2015
Q4 		$91K Buy
+4,413
New +$91.3K 0.39% 102
2015
Q2 		– Sell
-940
Closed -$22K – 232
2015
Q1 		$22K Sell
940
-3,875
-80% -$90.2K 0.09% 172
2014
Q4 		$117K Buy
4,815
+381
+9% +$9.31K 0.46% 88
2014
Q3 		$111K Buy
4,434
+243
+6% +$6.5K 0.46% 95
2014
Q2 		$116K Buy
4,191
+108
+3% +$2.88K 0.49% 87
2014
Q1 		$106K Sell
4,083
-198
-5% -$4.88K 0.47% 90
2013
Q4 		$100K Sell
4,281
-1,164
-21% -$25K 0.45% 91
2013
Q3 		$99K Buy
5,445
+2,074
+62% +$34K 0.5% 80
2013
Q2 		$49K Buy
+3,371
New +$49.8K 0.23% 137

Other funds holding PBI

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

New York Life Trust's PBI Position: Q3 2016 in Review

New York Life Trust sold out of Pitney Bowes (PBI) in Q3 2016, closing a stake of 1,797 shares — an estimated $32K sold.

New York Life Trust first reported a position in PBI in Q2 2013 and held it in 11 quarters. The position peaked at $117K in Q4 2014. 337 funds tracked by Wall St. Rank hold PBI as of Q3 2016.

  • New York Life Trust reported no remaining Pitney Bowes position as of Q3 2016 after selling out during the quarter.
  • New York Life Trust sold 1,797 Pitney Bowes shares in Q3 2016, an estimated $32K.
  • New York Life Trust first reported a position in Pitney Bowes in Q2 2013 and held it in 11 quarters.
  • New York Life Trust's Pitney Bowes position peaked at $117K in Q4 2014.
  • 337 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2016.

Based on New York Life Trust's 13F filing for Q3 2016, filed 8 Nov 2016.