Private Trust Company’s Pitney Bowes PBI Stock Holding History

Private Trust Company’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	–	Sell	-195	Closed	-$5K	–	920
2014 Q3	$5K	Hold	195	–	–	﹤0.01%	1315
2014 Q2	$5K	Sell	195 -2	-1%	-$53	﹤0.01%	1298
2014 Q1	$5K	Buy	197 +87	+79%	+$2.15K	﹤0.01%	1186
2013 Q4	$3K	Hold	110	–	–	﹤0.01%	1348
2013 Q3	$2K	Hold	110	–	–	﹤0.01%	1437
2013 Q2	$2K	Buy	+110	New	+$1.63K	﹤0.01%	1363

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

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

Private Trust Company's PBI Position: Q4 2014 in Review

Private Trust Company sold out of Pitney Bowes (PBI) in Q4 2014, closing a stake of 195 shares — an estimated $5K sold.

Private Trust Company first reported a position in PBI in Q2 2013 and held it in 6 quarters. The position peaked at $5K in Q3 2014. 359 funds tracked by Wall St. Rank hold PBI as of Q4 2014.

Private Trust Company reported no remaining Pitney Bowes position as of Q4 2014 after selling out during the quarter.
Private Trust Company sold 195 Pitney Bowes shares in Q4 2014, an estimated $5K.
Private Trust Company first reported a position in Pitney Bowes in Q2 2013 and held it in 6 quarters.
Private Trust Company's Pitney Bowes position peaked at $5K in Q3 2014.
359 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2014.

Based on Private Trust Company's 13F filing for Q4 2014, filed 28 Jan 2015.