VSR Financial Services’s Pitney Bowes PBI Stock Holding History

VSR 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
2016 Q2	–	Sell	-17,895	Closed	-$385K	–	562
2016 Q1	$385K	Sell	17,895 -27	-0.2%	-$513	0.04%	381
2015 Q4	$370K	Buy	17,922 +3	+0%	+$62	0.04%	388
2015 Q3	$356K	Buy	17,919 +3	+0%	+$62	0.04%	376
2015 Q2	$373K	Buy	+17,916	New	+$404K	0.04%	394
2015 Q1	–	Sell	-8,234	Closed	-$201K	–	586
2014 Q4	$201K	Sell	8,234 -14,839	-64%	-$362K	0.02%	524
2014 Q3	$577K	Sell	23,073 -28,582	-55%	-$764K	0.07%	296
2014 Q2	$1.43M	Sell	51,655 -305	-0.6%	-$8.12K	0.18%	139
2014 Q1	$1.35M	Buy	51,960 +1,483	+3%	+$36.6K	0.19%	134
2013 Q4	$1.18M	Sell	50,477 -5,293	-9%	-$114K	0.18%	139
2013 Q3	$1.01M	Buy	55,770 +2,747	+5%	+$45.1K	0.18%	140
2013 Q2	$778K	Buy	+53,023	New	+$783K	0.15%	160

Other funds holding PBI

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

VSR Financial Services's PBI Position: Q2 2016 in Review

VSR Financial Services sold out of Pitney Bowes (PBI) in Q2 2016, closing a stake of 17,895 shares — an estimated $385K sold.

VSR Financial Services first reported a position in PBI in Q2 2013 and held it in 11 quarters. The position peaked at $1.43M in Q2 2014. 351 funds tracked by Wall St. Rank hold PBI as of Q2 2016.

VSR Financial Services reported no remaining Pitney Bowes position as of Q2 2016 after selling out during the quarter.
VSR Financial Services sold 17,895 Pitney Bowes shares in Q2 2016, an estimated $385K.
VSR Financial Services first reported a position in Pitney Bowes in Q2 2013 and held it in 11 quarters.
VSR Financial Services's Pitney Bowes position peaked at $1.43M in Q2 2014.
351 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2016.

Based on VSR Financial Services's 13F filing for Q2 2016, filed 11 Aug 2016.