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Santa Fe Partners’s Pitney Bowes PBI Stock Holding History

Santa Fe Partners’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
Q1 		– Sell
-14,886
Closed -$308K – 239
2015
Q4 		$308K Sell
14,886
-24,814
-63% -$513K 0.05% 386
2015
Q3 		$787K Sell
39,700
-1,386
-3% -$28.4K 0.1% 296
2015
Q2 		$855K Buy
41,086
+24,381
+146% +$549K 0.12% 302
2015
Q1 		$389K Hold
16,705
– – 0.05% 425
2014
Q4 		$408K Buy
16,705
+5,851
+54% +$143K 0.05% 403
2014
Q3 		$271K Sell
10,854
-464
-4% -$12.4K 0.04% 465
2014
Q2 		$313K Sell
11,318
-82,611
-88% -$2.2M 0.05% 424
2014
Q1 		$2.44M Buy
93,929
+35,944
+62% +$887K 0.35% 108
2013
Q4 		$1.35M Buy
+57,985
New +$1.25M 0.22% 185

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Santa Fe Partners's PBI Position: Q1 2016 in Review

Santa Fe Partners sold out of Pitney Bowes (PBI) in Q1 2016, closing a stake of 14,886 shares — an estimated $308K sold.

Santa Fe Partners first reported a position in PBI in Q4 2013 and held it in 9 quarters. The position peaked at $2.44M in Q1 2014. 341 funds tracked by Wall St. Rank hold PBI as of Q1 2016.

  • Santa Fe Partners reported no remaining Pitney Bowes position as of Q1 2016 after selling out during the quarter.
  • Santa Fe Partners sold 14,886 Pitney Bowes shares in Q1 2016, an estimated $308K.
  • Santa Fe Partners first reported a position in Pitney Bowes in Q4 2013 and held it in 9 quarters.
  • Santa Fe Partners's Pitney Bowes position peaked at $2.44M in Q1 2014.
  • 341 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2016.

Based on Santa Fe Partners's 13F filing for Q1 2016.