Pinnacle Summer Investments’s Pitney Bowes PBI Stock Holding History

Pinnacle Summer 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
2015 Q4	$6K	Sell	300 -2,500	-89%	-$51.7K	﹤0.01%	611
2015 Q3	$56K	Hold	2,800	–	–	0.01%	470
2015 Q2	$58K	Hold	2,800	–	–	0.01%	302
2015 Q1	$65K	Hold	2,800	–	–	0.01%	469
2014 Q4	$67K	Hold	2,800	–	–	0.01%	465
2014 Q3	$69K	Buy	2,800 +300	+12%	+$8.02K	0.01%	474
2014 Q2	$67K	Hold	2,500	–	–	0.01%	457
2014 Q1	$67K	Hold	2,500	–	–	0.01%	423
2013 Q4	$58K	Hold	2,500	–	–	0.01%	440
2013 Q3	$45K	Buy	+2,500	New	+$41K	0.01%	445

Other funds holding PBI

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

ACM

Americafirst Capital Management Roseville, California $74M AUM 30.2% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Pinnacle Summer Investments's PBI Position: Q4 2015 in Review

Pinnacle Summer Investments reduced its Pitney Bowes (PBI) stake by 89% in Q4 2015, selling an estimated $51.7K and leaving 300 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

Pinnacle Summer Investments first reported a position in PBI in Q3 2013 and has held it in 10 quarters since. The position peaked at $69K in Q3 2014. 359 funds tracked by Wall St. Rank hold PBI as of Q4 2015.

Pinnacle Summer Investments held 300 shares of Pitney Bowes worth $6K as of Q4 2015.
Pinnacle Summer Investments sold 2,500 Pitney Bowes shares in Q4 2015, an estimated $51.7K.
Pitney Bowes made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #611 holding.
Pinnacle Summer Investments first reported a position in Pitney Bowes in Q3 2013 and has held it in 10 quarters since.
Pinnacle Summer Investments's Pitney Bowes position peaked at $69K in Q3 2014.
359 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.