Waverly Advisors’s Pitney Bowes PBI Stock Holding History

Waverly 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
2015 Q4	–	Sell	-150	Closed	-$3K	–	314
2015 Q3	$3K	Hold	150	–	–	﹤0.01%	401
2015 Q2	$3K	Buy	+150	New	+$3.38K	﹤0.01%	330

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

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

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

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

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

Waverly Advisors's PBI Position: Q4 2015 in Review

Waverly Advisors sold out of Pitney Bowes (PBI) in Q4 2015, closing a stake of 150 shares — an estimated $3K sold.

Waverly Advisors first reported a position in PBI in Q2 2015 and held it in 2 quarters. The position peaked at $3K in Q3 2015. 359 funds tracked by Wall St. Rank hold PBI as of Q4 2015.

Waverly Advisors reported no remaining Pitney Bowes position as of Q4 2015 after selling out during the quarter.
Waverly Advisors sold 150 Pitney Bowes shares in Q4 2015, an estimated $3K.
Waverly Advisors first reported a position in Pitney Bowes in Q2 2015 and held it in 2 quarters.
Waverly Advisors's Pitney Bowes position peaked at $3K in Q3 2015.
359 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2015.

Based on Waverly Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.