Smith, Moore & Co’s Pitney Bowes PBI Stock Holding History

Smith, Moore & Co’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
2015 Q3	–	Sell	-8,025	Closed	-$204K	–	172
2015 Q2	$204K	Buy	8,025 +200	+3%	+$4.51K	0.1%	159
2015 Q1	$201K	Buy	7,825 +77	+1%	+$1.79K	0.11%	161
2014 Q4	$202K	Buy	+7,748	New	+$189K	0.11%	159

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

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

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

First Eagle Investment Management New York $59B AUM 32.99% 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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

BFA

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

Smith, Moore & Co's PBI Position: Q3 2015 in Review

Smith, Moore & Co sold out of Pitney Bowes (PBI) in Q3 2015, closing a stake of 8,025 shares — an estimated $204K sold.

Smith, Moore & Co first reported a position in PBI in Q4 2014 and held it in 3 quarters. The position peaked at $204K in Q2 2015. 331 funds tracked by Wall St. Rank hold PBI as of Q3 2015.

Smith, Moore & Co reported no remaining Pitney Bowes position as of Q3 2015 after selling out during the quarter.
Smith, Moore & Co sold 8,025 Pitney Bowes shares in Q3 2015, an estimated $204K.
Smith, Moore & Co first reported a position in Pitney Bowes in Q4 2014 and held it in 3 quarters.
Smith, Moore & Co's Pitney Bowes position peaked at $204K in Q2 2015.
331 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2015.

Based on Smith, Moore & Co's 13F filing for Q3 2015, filed 13 Oct 2015.