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Stephens Inc’s Pitney Bowes PBI Stock Holding History

Stephens Inc’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
-18,653
Closed -$160K – 1177
2018
Q2 		$160K Sell
18,653
-442
-2% -$4.27K ﹤0.01% 828
2018
Q1 		$208K Buy
19,095
+3,504
+22% +$43.4K 0.01% 646
2017
Q4 		$174K Sell
15,591
-59,322
-79% -$699K 0.01% 660
2017
Q3 		$1.05M Buy
74,913
+9,857
+15% +$135K 0.04% 371
2017
Q2 		$982K Buy
65,056
+2,529
+4% +$36.9K 0.03% 439
2017
Q1 		$820K Buy
+62,527
New +$883K 0.03% 458
2013
Q3 		– Sell
-28,675
Closed -$421K – 839
2013
Q2 		$421K Buy
+28,675
New +$423K 0.02% 465

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

Stephens Inc's PBI Position: Q3 2018 in Review

Stephens Inc sold out of Pitney Bowes (PBI) in Q3 2018, closing a stake of 18,653 shares — an estimated $160K sold.

Stephens Inc first reported a position in PBI in Q2 2013 and held it in 7 quarters. The position peaked at $1.05M in Q3 2017. 300 funds tracked by Wall St. Rank hold PBI as of Q3 2018.

  • Stephens Inc reported no remaining Pitney Bowes position as of Q3 2018 after selling out during the quarter.
  • Stephens Inc sold 18,653 Pitney Bowes shares in Q3 2018, an estimated $160K.
  • Stephens Inc first reported a position in Pitney Bowes in Q2 2013 and held it in 7 quarters.
  • Stephens Inc's Pitney Bowes position peaked at $1.05M in Q3 2017.
  • 300 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2018.

Based on Stephens Inc's 13F filing for Q3 2018, filed 14 Nov 2018.