Payden & Rygel’s Pitney Bowes PBI Stock Holding History

Payden & Rygel’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
2015 Q3	–	Sell	-300	Closed	-$6K	–	171
2015 Q2	$6K	Hold	300	–	–	﹤0.01%	191
2015 Q1	$7K	Hold	300	–	–	﹤0.01%	199
2014 Q4	$7K	Hold	300	–	–	﹤0.01%	196
2014 Q3	$7K	Hold	300	–	–	﹤0.01%	200
2014 Q2	$8K	Hold	300	–	–	﹤0.01%	210
2014 Q1	$8K	Buy	300 +100	+50%	+$2.47K	﹤0.01%	205
2013 Q4	$5K	Hold	200	–	–	﹤0.01%	221
2013 Q3	$4K	Hold	200	–	–	﹤0.01%	216
2013 Q2	$3K	Buy	+200	New	+$2.95K	﹤0.01%	223

Other funds holding PBI

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Payden & Rygel's PBI Position: Q3 2015 in Review

Payden & Rygel sold out of Pitney Bowes (PBI) in Q3 2015, closing a stake of 300 shares — an estimated $6K sold.

Payden & Rygel first reported a position in PBI in Q2 2013 and held it in 9 quarters. The position peaked at $8K in Q2 2014. 331 funds tracked by Wall St. Rank hold PBI as of Q3 2015.

Payden & Rygel reported no remaining Pitney Bowes position as of Q3 2015 after selling out during the quarter.
Payden & Rygel sold 300 Pitney Bowes shares in Q3 2015, an estimated $6K.
Payden & Rygel first reported a position in Pitney Bowes in Q2 2013 and held it in 9 quarters.
Payden & Rygel's Pitney Bowes position peaked at $8K in Q2 2014.
331 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2015.

Based on Payden & Rygel's 13F filing for Q3 2015, filed 2 Nov 2015.