Private Advisor Group’s Pitney Bowes PBI Stock Holding History

Private Advisor Group’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
2020 Q3	–	Sell	-596	Closed	-$2K	–	2878
2020 Q2	$2K	Buy	+596	New	+$1.49K	﹤0.01%	3594
2017 Q1	–	Sell	-12,971	Closed	-$209K	–	1444
2016 Q4	$209K	Buy	+12,971	New	+$206K	0.01%	1136
2016 Q3	–	Sell	-12,224	Closed	-$210K	–	1177
2016 Q2	$210K	Buy	+12,224	New	+$236K	0.01%	975
2015 Q3	–	Sell	-9,923	Closed	-$206K	–	1102
2015 Q2	$206K	Buy	+9,923	New	+$224K	0.01%	940

Other funds holding PBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Atom Investors Austin, Texas $1.4B AUM 23.77% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Private Advisor Group's PBI Position: Q3 2020 in Review

Private Advisor Group sold out of Pitney Bowes (PBI) in Q3 2020, closing a stake of 596 shares — an estimated $2K sold.

Private Advisor Group first reported a position in PBI in Q2 2015 and held it in 4 quarters. The position peaked at $210K in Q2 2016. 240 funds tracked by Wall St. Rank hold PBI as of Q3 2020.

Private Advisor Group reported no remaining Pitney Bowes position as of Q3 2020 after selling out during the quarter.
Private Advisor Group sold 596 Pitney Bowes shares in Q3 2020, an estimated $2K.
Private Advisor Group first reported a position in Pitney Bowes in Q2 2015 and held it in 4 quarters.
Private Advisor Group's Pitney Bowes position peaked at $210K in Q2 2016.
240 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.