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Reilly Financial Advisors’s Pitney Bowes PBI Stock Holding History

Reilly Financial Advisors’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
2013
Q4 		– Sell
-600
Closed -$12K – 857
2013
Q3 		$12K Sell
600
-132
-18% -$2.17K ﹤0.01% 437
2013
Q2 		$10K Buy
+732
New +$10.8K ﹤0.01% 472

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Alken Asset Management London, United Kingdom $89.6M AUM 3.28% 1-Year Est. Return
CCI
Columbus Circle Investors $2.28B AUM 135.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Reilly Financial Advisors's PBI Position: Q4 2013 in Review

Reilly Financial Advisors sold out of Pitney Bowes (PBI) in Q4 2013, closing a stake of 600 shares — an estimated $12K sold.

Reilly Financial Advisors first reported a position in PBI in Q2 2013 and held it in 2 quarters. The position peaked at $12K in Q3 2013. 369 funds tracked by Wall St. Rank hold PBI as of Q4 2013.

  • Reilly Financial Advisors reported no remaining Pitney Bowes position as of Q4 2013 after selling out during the quarter.
  • Reilly Financial Advisors sold 600 Pitney Bowes shares in Q4 2013, an estimated $12K.
  • Reilly Financial Advisors first reported a position in Pitney Bowes in Q2 2013 and held it in 2 quarters.
  • Reilly Financial Advisors's Pitney Bowes position peaked at $12K in Q3 2013.
  • 369 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2013.

Based on Reilly Financial Advisors's 13F filing for Q4 2013, filed 17 Jan 2014.