Placemark Investments’s Pitney Bowes PBI Stock Holding History

Placemark 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
2014 Q4	$951K	Buy	38,990 +12,134	+45%	+$296K	0.02%	906
2014 Q3	$673K	Buy	26,856 +10,757	+67%	+$288K	0.01%	1049
2014 Q2	$445K	Sell	16,099 -1,567	-9%	-$41.7K	0.01%	1218
2014 Q1	$458K	Buy	17,666 +3,232	+22%	+$79.7K	0.01%	1167
2013 Q4	$335K	Buy	14,434 +10,666	+283%	+$229K	0.01%	1303
2013 Q3	$68K	Buy	3,768 +1,285	+52%	+$21.1K	﹤0.01%	1550
2013 Q2	$36K	Buy	+2,483	New	+$36.7K	﹤0.01%	1517

Other funds holding PBI

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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

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

Neuberger Berman Group New York $131B AUM 28.36% 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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

BFA

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

Placemark Investments's PBI Position: Q4 2014 in Review

Placemark Investments increased its Pitney Bowes (PBI) stake by 45% in Q4 2014, buying an estimated $296K and bringing the position to 38,990 shares worth $951K. The position accounts for 0.02% of the portfolio, ranked #906.

Placemark Investments first reported a position in PBI in Q2 2013 and has held it in 7 quarters since. 359 funds tracked by Wall St. Rank hold PBI as of Q4 2014.

Placemark Investments held 38,990 shares of Pitney Bowes worth $951K as of Q4 2014.
Placemark Investments bought 12,134 Pitney Bowes shares in Q4 2014, an estimated $296K.
Pitney Bowes made up 0.02% of Placemark Investments's portfolio in Q4 2014, its #906 holding.
Placemark Investments first reported a position in Pitney Bowes in Q2 2013 and has held it in 7 quarters since.
359 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.