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Visionary Asset Management’s Pitney Bowes PBI Stock Holding History

Visionary Asset Management’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
2018
Q2 		– Sell
-29,464
Closed -$319K – 306
2018
Q1 		$319K Sell
29,464
-962
-3% -$11.9K 0.1% 144
2017
Q4 		$340K Buy
30,426
+10,282
+51% +$121K 0.09% 132
2017
Q3 		$282K Sell
20,144
-1,397
-6% -$19.2K 0.08% 155
2017
Q2 		$325K Buy
+21,541
New +$315K 0.09% 136
2017
Q1 		– Sell
-151,278
Closed -$2.3M – 92
2016
Q4 		$2.3M Buy
151,278
+15,938
+12% +$254K 0.75% 71
2016
Q3 		$2.46M Buy
135,340
+7,158
+6% +$131K 0.85% 66
2016
Q2 		$2.28M Buy
128,182
+6,144
+5% +$118K 0.81% 58
2016
Q1 		$2.63M Buy
+122,038
New +$2.32M 0.93% 20
2015
Q3 		– Sell
-136,632
Closed -$2.84M – 72
2015
Q2 		$2.84M Buy
136,632
+4,747
+4% +$107K 0.95% 53
2015
Q1 		$3.08M Buy
131,885
+9,350
+8% +$218K 0.97% 43
2014
Q4 		$2.99M Buy
122,535
+18,210
+17% +$445K 0.94% 49
2014
Q3 		$2.61M Buy
104,325
+24,496
+31% +$655K 0.72% 58
2014
Q2 		$2.2M Buy
79,829
+20,266
+34% +$540K 0.52% 17
2014
Q1 		$1.55M Buy
59,563
+13,925
+31% +$343K 0.37% 17
2013
Q4 		$1.06M Buy
45,638
+7,193
+19% +$155K 0.28% 23
2013
Q3 		$648K Buy
38,445
+27,707
+258% +$455K 0.21% 71
2013
Q2 		$158K Buy
+10,738
New +$159K 0.06% 37

Other funds holding PBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Visionary Asset Management's PBI Position: Q2 2018 in Review

Visionary Asset Management sold out of Pitney Bowes (PBI) in Q2 2018, closing a stake of 29,464 shares — an estimated $319K sold.

Visionary Asset Management first reported a position in PBI in Q2 2013 and held it in 17 quarters. The position peaked at $3.08M in Q1 2015. 313 funds tracked by Wall St. Rank hold PBI as of Q2 2018.

  • Visionary Asset Management reported no remaining Pitney Bowes position as of Q2 2018 after selling out during the quarter.
  • Visionary Asset Management sold 29,464 Pitney Bowes shares in Q2 2018, an estimated $319K.
  • Visionary Asset Management first reported a position in Pitney Bowes in Q2 2013 and held it in 17 quarters.
  • Visionary Asset Management's Pitney Bowes position peaked at $3.08M in Q1 2015.
  • 313 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2018.

Based on Visionary Asset Management's 13F filing for Q2 2018, filed 24 Jul 2018.