Summit Trail Advisors’s Pitney Bowes PBI Stock Holding History

Summit Trail 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
2018 Q1	–	Sell	-158	Closed	-$2K	–	1307
2017 Q4	$2K	Buy	+158	New	+$1.86K	﹤0.01%	1666

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

D.E. Shaw & Co New York $166B AUM 43.98% 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SCM

Sirios Capital Management Boston, Massachusetts $825M AUM 50.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Summit Trail Advisors's PBI Position: Q1 2018 in Review

Summit Trail Advisors sold out of Pitney Bowes (PBI) in Q1 2018, closing a stake of 158 shares — an estimated $2K sold.

Summit Trail Advisors first reported a position in PBI in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 346 funds tracked by Wall St. Rank hold PBI as of Q1 2018.

Summit Trail Advisors reported no remaining Pitney Bowes position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 158 Pitney Bowes shares in Q1 2018, an estimated $2K.
Summit Trail Advisors first reported a position in Pitney Bowes in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's Pitney Bowes position peaked at $2K in Q4 2017.
346 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.