Sun Life Financial’s Pitney Bowes PBI Stock Holding History

Sun Life Financial’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	-2,152	Closed	-$18K	–	633
2018 Q2	$18K	Buy	+2,152	New	+$20.8K	﹤0.01%	601
2017 Q1	–	Sell	-183	Closed	-$12K	–	553
2016 Q4	$12K	Buy	+183	New	+$2.91K	0.13%	27

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sun Life Financial's PBI Position: Q3 2018 in Review

Sun Life Financial sold out of Pitney Bowes (PBI) in Q3 2018, closing a stake of 2,152 shares — an estimated $18K sold.

Sun Life Financial first reported a position in PBI in Q4 2016 and held it in 2 quarters. The position peaked at $18K in Q2 2018. 300 funds tracked by Wall St. Rank hold PBI as of Q3 2018.

Sun Life Financial reported no remaining Pitney Bowes position as of Q3 2018 after selling out during the quarter.
Sun Life Financial sold 2,152 Pitney Bowes shares in Q3 2018, an estimated $18K.
Sun Life Financial first reported a position in Pitney Bowes in Q4 2016 and held it in 2 quarters.
Sun Life Financial's Pitney Bowes position peaked at $18K in Q2 2018.
300 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2018.

Based on Sun Life Financial's 13F filing for Q3 2018, filed 13 Nov 2018.