WI
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WBI Investments’s Pitney Bowes PBI Stock Holding History

WBI Investments’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
2020
Q3 		– Sell
-97,541
Closed -$254K – 144
2020
Q2 		$254K Buy
+97,541
New +$244K 0.04% 92
2019
Q1 		– Sell
-85,691
Closed -$506K – 234
2018
Q4 		$506K Sell
85,691
-38,353
-31% -$276K 0.06% 69
2018
Q3 		$878K Buy
+124,044
New +$1M 0.05% 206
2018
Q2 		– Sell
-39,191
Closed -$427K – 282
2018
Q1 		$427K Buy
39,191
+1,966
+5% +$24.4K 0.02% 168
2017
Q4 		$416K Buy
+37,225
New +$439K 0.02% 250
2017
Q3 		– Sell
-63,533
Closed -$959K – 352
2017
Q2 		$959K Buy
63,533
+45,597
+254% +$666K 0.04% 206
2017
Q1 		$235K Buy
+17,936
New +$253K 0.01% 272
2015
Q3 		– Sell
-421,469
Closed -$8.77M – 237
2015
Q2 		$8.77M Sell
421,469
-252,913
-38% -$5.7M 0.22% 95
2015
Q1 		$15.7M Buy
+674,382
New +$15.7M 0.37% 63

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
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Atom Investors Austin, Texas $1.4B AUM 23.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WBI Investments's PBI Position: Q3 2020 in Review

WBI Investments sold out of Pitney Bowes (PBI) in Q3 2020, closing a stake of 97,541 shares — an estimated $254K sold.

WBI Investments first reported a position in PBI in Q1 2015 and held it in 9 quarters. The position peaked at $15.7M in Q1 2015. 240 funds tracked by Wall St. Rank hold PBI as of Q3 2020.

  • WBI Investments reported no remaining Pitney Bowes position as of Q3 2020 after selling out during the quarter.
  • WBI Investments sold 97,541 Pitney Bowes shares in Q3 2020, an estimated $254K.
  • WBI Investments first reported a position in Pitney Bowes in Q1 2015 and held it in 9 quarters.
  • WBI Investments's Pitney Bowes position peaked at $15.7M in Q1 2015.
  • 240 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2020.

Based on WBI Investments's 13F filing for Q3 2020, filed 6 Nov 2020.