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Wealthfront’s Pitney Bowes PBI Stock Holding History

Wealthfront’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
-2,161
Closed -$43K – 827
2015
Q3 		$43K Buy
2,161
+1,771
+454% +$36.3K ﹤0.01% 550
2015
Q2 		$8K Buy
390
+92
+31% +$2.07K ﹤0.01% 917
2015
Q1 		$7K Sell
298
-458
-61% -$10.7K ﹤0.01% 712
2014
Q4 		$18K Sell
756
-1,038
-58% -$25.4K ﹤0.01% 552
2014
Q3 		$45K Sell
1,794
-80
-4% -$2.14K ﹤0.01% 428
2014
Q2 		$52K Buy
1,874
+809
+76% +$21.5K ﹤0.01% 361
2014
Q1 		$27K Buy
+1,065
New +$26.3K ﹤0.01% 384

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

Wealthfront's PBI Position: Q4 2015 in Review

Wealthfront sold out of Pitney Bowes (PBI) in Q4 2015, closing a stake of 2,161 shares — an estimated $43K sold.

Wealthfront first reported a position in PBI in Q1 2014 and held it in 7 quarters. The position peaked at $52K in Q2 2014. 359 funds tracked by Wall St. Rank hold PBI as of Q4 2015.

  • Wealthfront reported no remaining Pitney Bowes position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 2,161 Pitney Bowes shares in Q4 2015, an estimated $43K.
  • Wealthfront first reported a position in Pitney Bowes in Q1 2014 and held it in 7 quarters.
  • Wealthfront's Pitney Bowes position peaked at $52K in Q2 2014.
  • 359 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.