SeaCrest Wealth Management’s Pitney Bowes PBI Stock Holding History

SeaCrest 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
2019 Q2	–	Sell	-500	Closed	-$3K	–	1450
2019 Q1	$3K	Hold	500	–	–	﹤0.01%	1858
2018 Q4	$3K	Sell	500 -400	-44%	-$2.88K	﹤0.01%	1839
2018 Q3	$6K	Buy	900 +500	+125%	+$4.04K	﹤0.01%	1809
2018 Q2	$3K	Sell	400 -500	-56%	-$4.83K	﹤0.01%	1939
2018 Q1	$10K	Hold	900	–	–	﹤0.01%	1587
2017 Q4	$10K	Buy	+900	New	+$10.6K	﹤0.01%	1599

Other funds holding PBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SeaCrest Wealth Management's PBI Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of Pitney Bowes (PBI) in Q2 2019, closing a stake of 500 shares — an estimated $3K sold.

SeaCrest Wealth Management first reported a position in PBI in Q4 2017 and held it in 6 quarters. The position peaked at $10K in Q1 2018. 274 funds tracked by Wall St. Rank hold PBI as of Q2 2019.

SeaCrest Wealth Management reported no remaining Pitney Bowes position as of Q2 2019 after selling out during the quarter.
SeaCrest Wealth Management sold 500 Pitney Bowes shares in Q2 2019, an estimated $3K.
SeaCrest Wealth Management first reported a position in Pitney Bowes in Q4 2017 and held it in 6 quarters.
SeaCrest Wealth Management's Pitney Bowes position peaked at $10K in Q1 2018.
274 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.