SevenBridge Financial Group’s Pitney Bowes PBI Stock Holding History

SevenBridge Financial Group’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 Q3	–	Sell	-1,000	Closed	-$21K	–	451
2019 Q2	$21K	Hold	1,000	–	–	0.01%	382
2019 Q1	$24K	Hold	1,000	–	–	0.01%	326
2018 Q4	$23K	Hold	1,000	–	–	0.01%	283
2018 Q3	$23K	Hold	1,000	–	–	0.01%	326
2018 Q2	$24K	Buy	+1,000	New	+$9.65K	0.01%	321
2018 Q1	–	Sell	-1,740	Closed	-$32K	–	629
2017 Q4	$32K	Buy	1,740 +1,000	+135%	+$11.8K	0.02%	317
2017 Q3	$10K	Sell	740 -82	-10%	-$1.13K	0.01%	450
2017 Q2	$12K	Hold	822	–	–	0.01%	436
2017 Q1	$11K	Hold	822	–	–	0.01%	425
2016 Q4	$14K	Hold	822	–	–	0.01%	405
2016 Q3	$14K	Sell	822 -85	-9%	-$1.56K	0.01%	400
2016 Q2	$16K	Buy	+907	New	+$17.5K	0.01%	443

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

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 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

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

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

SevenBridge Financial Group's PBI Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Pitney Bowes (PBI) in Q3 2019, closing a stake of 1,000 shares — an estimated $21K sold.

SevenBridge Financial Group first reported a position in PBI in Q2 2016 and held it in 12 quarters. The position peaked at $32K in Q4 2017. 255 funds tracked by Wall St. Rank hold PBI as of Q3 2019.

SevenBridge Financial Group reported no remaining Pitney Bowes position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 1,000 Pitney Bowes shares in Q3 2019, an estimated $21K.
SevenBridge Financial Group first reported a position in Pitney Bowes in Q2 2016 and held it in 12 quarters.
SevenBridge Financial Group's Pitney Bowes position peaked at $32K in Q4 2017.
255 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.