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Optimum Investment Advisors’s Pitney Bowes PBI Stock Holding History

Optimum Investment Advisors’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
2019
Q2 		– Sell
-11
Closed – – 987
2019
Q1 		$0 Hold
11
– – ﹤0.01% 1026
2018
Q4 		$0 Buy
+11
New +$79 ﹤0.01% 1009
2015
Q1 		$1K Buy
+50
New +$1.16K ﹤0.01% 954

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Optimum Investment Advisors's PBI Position: Q2 2019 in Review

Optimum Investment Advisors sold out of Pitney Bowes (PBI) in Q2 2019, closing a stake of 11 shares.

Optimum Investment Advisors first reported a position in PBI in Q1 2015 and held it in 3 quarters. The position peaked at $1K in Q1 2015. 274 funds tracked by Wall St. Rank hold PBI as of Q2 2019.

  • Optimum Investment Advisors reported no remaining Pitney Bowes position as of Q2 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 11 Pitney Bowes shares in Q2 2019.
  • Optimum Investment Advisors first reported a position in Pitney Bowes in Q1 2015 and held it in 3 quarters.
  • Optimum Investment Advisors's Pitney Bowes position peaked at $1K in Q1 2015.
  • 274 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2019.

Based on Optimum Investment Advisors's 13F filing for Q2 2019, filed 29 Jul 2019.