Transamerica Financial Advisors’s Pitney Bowes PBI Stock Holding History

Transamerica Financial 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
2015 Q3	–	Sell	-2	Closed	-$1K	–	895
2015 Q2	$1K	Sell	2 -406	-100%	-$9.15K	﹤0.01%	840
2015 Q1	$10K	Sell	408 -30,149	-99%	-$702K	﹤0.01%	626
2014 Q4	$745K	Buy	+30,557	New	+$746K	0.06%	155

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

Transamerica Financial Advisors's PBI Position: Q3 2015 in Review

Transamerica Financial Advisors sold out of Pitney Bowes (PBI) in Q3 2015, closing a stake of 2 shares — an estimated $1K sold.

Transamerica Financial Advisors first reported a position in PBI in Q4 2014 and held it in 3 quarters. The position peaked at $745K in Q4 2014. 331 funds tracked by Wall St. Rank hold PBI as of Q3 2015.

Transamerica Financial Advisors reported no remaining Pitney Bowes position as of Q3 2015 after selling out during the quarter.
Transamerica Financial Advisors sold 2 Pitney Bowes shares in Q3 2015, an estimated $1K.
Transamerica Financial Advisors first reported a position in Pitney Bowes in Q4 2014 and held it in 3 quarters.
Transamerica Financial Advisors's Pitney Bowes position peaked at $745K in Q4 2014.
331 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2015.

Based on Transamerica Financial Advisors's 13F filing for Q3 2015, filed 20 Oct 2015.