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Rocky Mountain Private Wealth Management’s Pitney Bowes PBI Stock Holding History

Rocky Mountain Private Wealth Management’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
2016
Q3 		$1K Hold
100
– – 0.74% 16
2016
Q2 		$1K Hold
100
– – 0.64% 19
2016
Q1 		$2K Hold
100
– – 1.31% 17
2015
Q4 		$2K Buy
+100
New +$2.07K 1.34% 19

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Rocky Mountain Private Wealth Management's PBI Position: Q3 2016 in Review

Rocky Mountain Private Wealth Management held its Pitney Bowes (PBI) position steady in Q3 2016 at 100 shares worth $1K. The position accounts for 0.74% of the portfolio, ranked #16.

Rocky Mountain Private Wealth Management first reported a position in PBI in Q4 2015 and has held it in 4 quarters since. The position peaked at $2K in Q1 2016. 337 funds tracked by Wall St. Rank hold PBI as of Q3 2016.

  • Rocky Mountain Private Wealth Management held 100 shares of Pitney Bowes worth $1K as of Q3 2016.
  • Rocky Mountain Private Wealth Management left its Pitney Bowes share count unchanged in Q3 2016.
  • Pitney Bowes made up 0.74% of Rocky Mountain Private Wealth Management's portfolio in Q3 2016, its #16 holding.
  • Rocky Mountain Private Wealth Management first reported a position in Pitney Bowes in Q4 2015 and has held it in 4 quarters since.
  • Rocky Mountain Private Wealth Management's Pitney Bowes position peaked at $2K in Q1 2016.
  • 337 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2016.

Based on Rocky Mountain Private Wealth Management's 13F filing for Q3 2016, filed 14 Nov 2016.