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Prospera Financial Services’s Pitney Bowes PBI Stock Holding History

Prospera Financial Services’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
Q1 		– Sell
-23,485
Closed -$572K – 344
2014
Q4 		$572K Buy
23,485
+7,779
+50% +$190K 0.14% 117
2014
Q3 		$392K Sell
15,706
-6,388
-29% -$171K 0.11% 156
2014
Q2 		$610K Buy
+22,094
New +$588K 0.17% 100
2014
Q1 		– Sell
-21,953
Closed -$512K – 288
2013
Q4 		$512K Buy
+21,953
New +$472K 0.17% 96

Other funds holding PBI

Vanguard Group
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
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Prospera Financial Services's PBI Position: Q1 2015 in Review

Prospera Financial Services sold out of Pitney Bowes (PBI) in Q1 2015, closing a stake of 23,485 shares — an estimated $572K sold.

Prospera Financial Services first reported a position in PBI in Q4 2013 and held it in 4 quarters. The position peaked at $610K in Q2 2014. 361 funds tracked by Wall St. Rank hold PBI as of Q1 2015.

  • Prospera Financial Services reported no remaining Pitney Bowes position as of Q1 2015 after selling out during the quarter.
  • Prospera Financial Services sold 23,485 Pitney Bowes shares in Q1 2015, an estimated $572K.
  • Prospera Financial Services first reported a position in Pitney Bowes in Q4 2013 and held it in 4 quarters.
  • Prospera Financial Services's Pitney Bowes position peaked at $610K in Q2 2014.
  • 361 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2015.

Based on Prospera Financial Services's 13F filing for Q1 2015, filed 22 Apr 2015.