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Oakworth Capital’s Pitney Bowes PBI Stock Holding History

Oakworth Capital’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
Q3 		– Sell
-100
Closed -$3K – 496
2014
Q2 		$3K Sell
100
-131
-57% -$3.49K ﹤0.01% 368
2014
Q1 		$6K Hold
231
– – ﹤0.01% 317
2013
Q4 		$5K Buy
+231
New +$4.97K ﹤0.01% 321

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAM
Alken Asset Management London, United Kingdom $89.6M AUM 3.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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

Oakworth Capital's PBI Position: Q3 2014 in Review

Oakworth Capital sold out of Pitney Bowes (PBI) in Q3 2014, closing a stake of 100 shares — an estimated $3K sold.

Oakworth Capital first reported a position in PBI in Q4 2013 and held it in 3 quarters. The position peaked at $6K in Q1 2014. 371 funds tracked by Wall St. Rank hold PBI as of Q3 2014.

  • Oakworth Capital reported no remaining Pitney Bowes position as of Q3 2014 after selling out during the quarter.
  • Oakworth Capital sold 100 Pitney Bowes shares in Q3 2014, an estimated $3K.
  • Oakworth Capital first reported a position in Pitney Bowes in Q4 2013 and held it in 3 quarters.
  • Oakworth Capital's Pitney Bowes position peaked at $6K in Q1 2014.
  • 371 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2014.

Based on Oakworth Capital's 13F filing for Q3 2014, filed 9 Oct 2014.