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Valeo Financial Advisors’s Pitney Bowes PBI Stock Holding History

Valeo 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
2019
Q1 		– Sell
-16,111
Closed -$95K – 1610
2018
Q4 		$95K Buy
16,111
+3,330
+26% +$24K 0.01% 390
2018
Q3 		$85K Buy
12,781
+5,781
+83% +$46.7K 0.01% 434
2018
Q2 		$56K Buy
+7,000
New +$67.6K 0.01% 519

Other funds holding PBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Valeo Financial Advisors's PBI Position: Q1 2019 in Review

Valeo Financial Advisors sold out of Pitney Bowes (PBI) in Q1 2019, closing a stake of 16,111 shares — an estimated $95K sold.

Valeo Financial Advisors first reported a position in PBI in Q2 2018 and held it in 3 quarters. The position peaked at $95K in Q4 2018. 314 funds tracked by Wall St. Rank hold PBI as of Q1 2019.

  • Valeo Financial Advisors reported no remaining Pitney Bowes position as of Q1 2019 after selling out during the quarter.
  • Valeo Financial Advisors sold 16,111 Pitney Bowes shares in Q1 2019, an estimated $95K.
  • Valeo Financial Advisors first reported a position in Pitney Bowes in Q2 2018 and held it in 3 quarters.
  • Valeo Financial Advisors's Pitney Bowes position peaked at $95K in Q4 2018.
  • 314 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2019.

Based on Valeo Financial Advisors's 13F filing for Q1 2019, filed 12 Apr 2019.