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Valley National Advisers’s Pitney Bowes PBI Stock Holding History

Valley National Advisers’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
Q4 		– Sell
-5,198
Closed -$103K – 637
2015
Q3 		$103K Hold
5,198
– – 0.06% 173
2015
Q2 		$108K Buy
+5,198
New +$117K 0.06% 182

Other funds holding PBI

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Valley National Advisers's PBI Position: Q4 2015 in Review

Valley National Advisers sold out of Pitney Bowes (PBI) in Q4 2015, closing a stake of 5,198 shares — an estimated $103K sold.

Valley National Advisers first reported a position in PBI in Q2 2015 and held it in 2 quarters. The position peaked at $108K in Q2 2015. 359 funds tracked by Wall St. Rank hold PBI as of Q4 2015.

  • Valley National Advisers reported no remaining Pitney Bowes position as of Q4 2015 after selling out during the quarter.
  • Valley National Advisers sold 5,198 Pitney Bowes shares in Q4 2015, an estimated $103K.
  • Valley National Advisers first reported a position in Pitney Bowes in Q2 2015 and held it in 2 quarters.
  • Valley National Advisers's Pitney Bowes position peaked at $108K in Q2 2015.
  • 359 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2015.

Based on Valley National Advisers's 13F filing for Q4 2015, filed 11 Feb 2016.