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Sonora Investment Management’s Pitney Bowes PBI Stock Holding History

Sonora Investment 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
2018
Q3 		– Sell
-700
Closed -$6K – 1245
2018
Q2 		$6K Buy
+700
New +$6.76K ﹤0.01% 932
2015
Q4 		– Sell
-272
Closed -$5K – 1055
2015
Q3 		$5K Buy
+272
New +$5.58K ﹤0.01% 729

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Sonora Investment Management's PBI Position: Q3 2018 in Review

Sonora Investment Management sold out of Pitney Bowes (PBI) in Q3 2018, closing a stake of 700 shares — an estimated $6K sold.

Sonora Investment Management first reported a position in PBI in Q3 2015 and held it in 2 quarters. The position peaked at $6K in Q2 2018. 300 funds tracked by Wall St. Rank hold PBI as of Q3 2018.

  • Sonora Investment Management reported no remaining Pitney Bowes position as of Q3 2018 after selling out during the quarter.
  • Sonora Investment Management sold 700 Pitney Bowes shares in Q3 2018, an estimated $6K.
  • Sonora Investment Management first reported a position in Pitney Bowes in Q3 2015 and held it in 2 quarters.
  • Sonora Investment Management's Pitney Bowes position peaked at $6K in Q2 2018.
  • 300 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2018.

Based on Sonora Investment Management's 13F filing for Q3 2018, filed 18 Oct 2018.