Security National Trust’s Pitney Bowes PBI Stock Holding History

Security National Trust’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
2014 Q4	–	Sell	-517	Closed	-$13K	–	515
2014 Q3	$13K	Hold	517	–	–	0.01%	387
2014 Q2	$14K	Buy	517 +117	+29%	+$3.12K	0.01%	381
2014 Q1	$10K	Hold	400	–	–	﹤0.01%	414
2013 Q4	$9K	Hold	400	–	–	﹤0.01%	421
2013 Q3	$7K	Hold	400	–	–	﹤0.01%	421
2013 Q2	$6K	Buy	+400	New	+$5.91K	﹤0.01%	418

Other funds holding PBI

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Security National Trust's PBI Position: Q4 2014 in Review

Security National Trust sold out of Pitney Bowes (PBI) in Q4 2014, closing a stake of 517 shares — an estimated $13K sold.

Security National Trust first reported a position in PBI in Q2 2013 and held it in 6 quarters. The position peaked at $14K in Q2 2014. 359 funds tracked by Wall St. Rank hold PBI as of Q4 2014.

Security National Trust reported no remaining Pitney Bowes position as of Q4 2014 after selling out during the quarter.
Security National Trust sold 517 Pitney Bowes shares in Q4 2014, an estimated $13K.
Security National Trust first reported a position in Pitney Bowes in Q2 2013 and held it in 6 quarters.
Security National Trust's Pitney Bowes position peaked at $14K in Q2 2014.
359 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2014.

Based on Security National Trust's 13F filing for Q4 2014, filed 29 Jan 2015.