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Sheaff Brock Investment Advisors’s Pitney Bowes PBI Stock Holding History

Sheaff Brock Investment 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
2017
Q3 		– Sell
-10,559
Closed -$159K – 604
2017
Q2 		$159K Sell
10,559
-550
-5% -$8.04K 0.02% 544
2017
Q1 		$146K Buy
11,109
+500
+5% +$7.06K 0.02% 541
2016
Q4 		$161K Buy
+10,609
New +$169K 0.02% 533

Other funds holding PBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
SCM
Sirios Capital Management Boston, Massachusetts $825M AUM 50.18% 1-Year Est. Return

Sheaff Brock Investment Advisors's PBI Position: Q3 2017 in Review

Sheaff Brock Investment Advisors sold out of Pitney Bowes (PBI) in Q3 2017, closing a stake of 10,559 shares — an estimated $159K sold.

Sheaff Brock Investment Advisors first reported a position in PBI in Q4 2016 and held it in 3 quarters. The position peaked at $161K in Q4 2016. 321 funds tracked by Wall St. Rank hold PBI as of Q3 2017.

  • Sheaff Brock Investment Advisors reported no remaining Pitney Bowes position as of Q3 2017 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 10,559 Pitney Bowes shares in Q3 2017, an estimated $159K.
  • Sheaff Brock Investment Advisors first reported a position in Pitney Bowes in Q4 2016 and held it in 3 quarters.
  • Sheaff Brock Investment Advisors's Pitney Bowes position peaked at $161K in Q4 2016.
  • 321 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2017.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.