OI
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Oakbrook Investments’s Pitney Bowes PBI Stock Holding History

Oakbrook Investments’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
2018
Q3 		– Sell
-14,400
Closed -$123K – 676
2018
Q2 		$123K Sell
14,400
-1,140
-7% -$11K 0.01% 548
2018
Q1 		$169K Buy
15,540
+750
+5% +$9.29K 0.01% 556
2017
Q4 		$165K Sell
14,790
-300
-2% -$3.54K 0.01% 551
2017
Q3 		$211K Buy
15,090
+300
+2% +$4.12K 0.01% 535
2017
Q2 		$223K Buy
+14,790
New +$216K 0.01% 481
2014
Q4 		– Sell
-16,200
Closed -$405K – 583
2014
Q3 		$405K Sell
16,200
-17,100
-51% -$457K 0.02% 383
2014
Q2 		$920K Buy
33,300
+500
+2% +$13.3K 0.03% 344
2014
Q1 		$852K Sell
32,800
-5,700
-15% -$141K 0.03% 352
2013
Q4 		$897K Sell
38,500
-1,850
-5% -$39.8K 0.02% 352
2013
Q3 		$734K Sell
40,350
-3,700
-8% -$60.7K 0.02% 363
2013
Q2 		$647K Buy
+44,050
New +$651K 0.02% 393

Other funds holding PBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Oakbrook Investments's PBI Position: Q3 2018 in Review

Oakbrook Investments sold out of Pitney Bowes (PBI) in Q3 2018, closing a stake of 14,400 shares — an estimated $123K sold.

Oakbrook Investments first reported a position in PBI in Q2 2013 and held it in 11 quarters. The position peaked at $920K in Q2 2014. 300 funds tracked by Wall St. Rank hold PBI as of Q3 2018.

  • Oakbrook Investments reported no remaining Pitney Bowes position as of Q3 2018 after selling out during the quarter.
  • Oakbrook Investments sold 14,400 Pitney Bowes shares in Q3 2018, an estimated $123K.
  • Oakbrook Investments first reported a position in Pitney Bowes in Q2 2013 and held it in 11 quarters.
  • Oakbrook Investments's Pitney Bowes position peaked at $920K in Q2 2014.
  • 300 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2018.

Based on Oakbrook Investments's 13F filing for Q3 2018, filed 18 Oct 2018.