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Obermeyer Wealth Partners’s Pitney Bowes PBI Stock Holding History

Obermeyer Wealth Partners’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
Q1 		– Sell
-18,450
Closed -$430K – 67
2013
Q4 		$430K Sell
18,450
-700
-4% -$15.1K 0.11% 42
2013
Q3 		$348K Hold
19,150
– – 0.1% 43
2013
Q2 		$281K Buy
+19,150
New +$283K 0.08% 47

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
AAM
Alken Asset Management London, United Kingdom $89.6M AUM 3.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCI
Columbus Circle Investors $2.28B AUM 135.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Obermeyer Wealth Partners's PBI Position: Q1 2014 in Review

Obermeyer Wealth Partners sold out of Pitney Bowes (PBI) in Q1 2014, closing a stake of 18,450 shares — an estimated $430K sold.

Obermeyer Wealth Partners first reported a position in PBI in Q2 2013 and held it in 3 quarters. The position peaked at $430K in Q4 2013. 379 funds tracked by Wall St. Rank hold PBI as of Q1 2014.

  • Obermeyer Wealth Partners reported no remaining Pitney Bowes position as of Q1 2014 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 18,450 Pitney Bowes shares in Q1 2014, an estimated $430K.
  • Obermeyer Wealth Partners first reported a position in Pitney Bowes in Q2 2013 and held it in 3 quarters.
  • Obermeyer Wealth Partners's Pitney Bowes position peaked at $430K in Q4 2013.
  • 379 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2014.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2014, filed 17 Apr 2014.