Ropes Wealth Advisors’s Pitney Bowes PBI Stock Holding History

Ropes Wealth 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
2016 Q4	–	Sell	-813	Closed	-$15K	–	501
2016 Q3	$15K	Hold	813	–	–	0.01%	388
2016 Q2	$14K	Sell	813 -77	-9%	-$1.48K	﹤0.01%	349
2016 Q1	$19K	Sell	890 -2,005	-69%	-$38.1K	0.01%	287
2015 Q4	$60K	Buy	+2,895	New	+$59.9K	0.03%	230

Other funds holding PBI

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Ropes Wealth Advisors's PBI Position: Q4 2016 in Review

Ropes Wealth Advisors sold out of Pitney Bowes (PBI) in Q4 2016, closing a stake of 813 shares — an estimated $15K sold.

Ropes Wealth Advisors first reported a position in PBI in Q4 2015 and held it in 4 quarters. The position peaked at $60K in Q4 2015. 382 funds tracked by Wall St. Rank hold PBI as of Q4 2016.

Ropes Wealth Advisors reported no remaining Pitney Bowes position as of Q4 2016 after selling out during the quarter.
Ropes Wealth Advisors sold 813 Pitney Bowes shares in Q4 2016, an estimated $15K.
Ropes Wealth Advisors first reported a position in Pitney Bowes in Q4 2015 and held it in 4 quarters.
Ropes Wealth Advisors's Pitney Bowes position peaked at $60K in Q4 2015.
382 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2016.

Based on Ropes Wealth Advisors's 13F filing for Q4 2016, filed 6 Jan 2017.