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Trutina Financial’s Pitney Bowes PBI Stock Holding History

Trutina 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
2014
Q2 		– Sell
-834
Closed -$22K – 184
2014
Q1 		$22K Buy
+834
New +$20.6K 0.02% 178
2013
Q4 		– Sell
-834
Closed -$15K – 128
2013
Q3 		$15K Buy
+834
New +$13.7K 0.01% 166

Other funds holding PBI

Vanguard Group
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAM
Alken Asset Management London, United Kingdom $89.6M AUM 3.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Trutina Financial's PBI Position: Q2 2014 in Review

Trutina Financial sold out of Pitney Bowes (PBI) in Q2 2014, closing a stake of 834 shares — an estimated $22K sold.

Trutina Financial first reported a position in PBI in Q3 2013 and held it in 2 quarters. The position peaked at $22K in Q1 2014. 375 funds tracked by Wall St. Rank hold PBI as of Q2 2014.

  • Trutina Financial reported no remaining Pitney Bowes position as of Q2 2014 after selling out during the quarter.
  • Trutina Financial sold 834 Pitney Bowes shares in Q2 2014, an estimated $22K.
  • Trutina Financial first reported a position in Pitney Bowes in Q3 2013 and held it in 2 quarters.
  • Trutina Financial's Pitney Bowes position peaked at $22K in Q1 2014.
  • 375 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2014.

Based on Trutina Financial's 13F filing for Q2 2014, filed 14 Aug 2014.