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Wealthspire Advisors (Maryland)’s Pitney Bowes PBI Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-73
Closed -$1K – 1552
2019
Q1 		$1K Hold
73
– – ﹤0.01% 2368
2018
Q4 		$0 Buy
73
+23
+46% +$166 ﹤0.01% 2531
2018
Q3 		$0 Buy
+50
New +$404 ﹤0.01% 2469
2018
Q2 		– Sell
-144
Closed -$2K – 2536
2018
Q1 		$2K Sell
144
-315
-69% -$3.9K ﹤0.01% 2197
2017
Q4 		$5K Buy
459
+413
+898% +$4.87K ﹤0.01% 1842
2017
Q3 		$1K Sell
46
-126
-73% -$1.73K ﹤0.01% 2126
2017
Q2 		$3K Buy
172
+38
+28% +$555 ﹤0.01% 1903
2017
Q1 		$2K Buy
134
+9
+7% +$127 ﹤0.01% 1704
2016
Q4 		$2K Sell
125
-1,200
-91% -$19.1K ﹤0.01% 1561
2016
Q3 		$24K Hold
1,325
– – ﹤0.01% 1005
2016
Q2 		$24K Sell
1,325
-371
-22% -$7.15K ﹤0.01% 941
2016
Q1 		$37K Buy
1,696
+315
+23% +$5.99K 0.01% 782
2015
Q4 		$29K Buy
+1,381
New +$28.6K 0.01% 853

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PBI Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Pitney Bowes (PBI) in Q2 2019, closing a stake of 73 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in PBI in Q4 2015 and held it in 13 quarters. The position peaked at $37K in Q1 2016. 274 funds tracked by Wall St. Rank hold PBI as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Pitney Bowes position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 73 Pitney Bowes shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Pitney Bowes in Q4 2015 and held it in 13 quarters.
  • Wealthspire Advisors (Maryland)'s Pitney Bowes position peaked at $37K in Q1 2016.
  • 274 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.