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TrustCore Financial Services’s Pitney Bowes PBI Stock Holding History

TrustCore Financial Services’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
2019
Q2 		– Sell
-698
Closed -$5K – 930
2019
Q1 		$5K Buy
+698
New +$4.83K ﹤0.01% 676
2018
Q4 		– Sell
-698
Closed -$5K – 683
2018
Q3 		$5K Hold
698
– – ﹤0.01% 669
2018
Q2 		$6K Hold
698
– – ﹤0.01% 650
2018
Q1 		$8K Hold
698
– – ﹤0.01% 540
2017
Q4 		$8K Buy
+698
New +$8.22K ﹤0.01% 521

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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TrustCore Financial Services's PBI Position: Q2 2019 in Review

TrustCore Financial Services sold out of Pitney Bowes (PBI) in Q2 2019, closing a stake of 698 shares — an estimated $5K sold.

TrustCore Financial Services first reported a position in PBI in Q4 2017 and held it in 5 quarters. The position peaked at $8K in Q1 2018. 274 funds tracked by Wall St. Rank hold PBI as of Q2 2019.

  • TrustCore Financial Services reported no remaining Pitney Bowes position as of Q2 2019 after selling out during the quarter.
  • TrustCore Financial Services sold 698 Pitney Bowes shares in Q2 2019, an estimated $5K.
  • TrustCore Financial Services first reported a position in Pitney Bowes in Q4 2017 and held it in 5 quarters.
  • TrustCore Financial Services's Pitney Bowes position peaked at $8K in Q1 2018.
  • 274 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2019.

Based on TrustCore Financial Services's 13F filing for Q2 2019, filed 25 Jul 2019.