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WFG Advisors’s Pitney Bowes PBI Stock Holding History

WFG 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
2017
Q2 		$72K Buy
4,769
+541
+13% +$7.9K 0.02% 615
2017
Q1 		$55K Sell
4,228
-582
-12% -$8.22K 0.01% 636
2016
Q4 		$73K Buy
4,810
+57
+1% +$907 0.02% 620
2016
Q3 		$86K Buy
4,753
+47
+1% +$862 0.02% 562
2016
Q2 		$84K Buy
4,706
+45
+1% +$867 0.02% 546
2016
Q1 		$100K Buy
4,661
+41
+0.9% +$779 0.03% 470
2015
Q4 		$95K Buy
4,620
+42
+0.9% +$869 0.03% 481
2015
Q3 		$91K Buy
4,578
+46
+1% +$944 0.03% 479
2015
Q2 		$94K Sell
4,532
-111
-2% -$2.5K 0.03% 550
2015
Q1 		$108K Buy
4,643
+40
+0.9% +$931 0.03% 513
2014
Q4 		$112K Buy
4,603
+35
+0.8% +$855 0.02% 599
2014
Q3 		$114K Buy
4,568
+31
+0.7% +$829 0.02% 615
2014
Q2 		$125K Sell
4,537
-153
-3% -$4.07K 0.02% 582
2014
Q1 		$122K Sell
4,690
-264
-5% -$6.51K 0.02% 575
2013
Q4 		$115K Sell
4,954
-961
-16% -$20.7K 0.02% 692
2013
Q3 		$108K Buy
5,915
+46
+0.8% +$755 0.02% 682
2013
Q2 		$86K Buy
+5,869
New +$86.7K 0.01% 713

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
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

WFG Advisors's PBI Position: Q2 2017 in Review

WFG Advisors increased its Pitney Bowes (PBI) stake by 13% in Q2 2017, buying an estimated $7.9K and bringing the position to 4,769 shares worth $72K. The position accounts for 0.02% of the portfolio, ranked #615.

WFG Advisors first reported a position in PBI in Q2 2013 and has held it in 17 quarters since. The position peaked at $125K in Q2 2014. 348 funds tracked by Wall St. Rank hold PBI as of Q2 2017.

  • WFG Advisors held 4,769 shares of Pitney Bowes worth $72K as of Q2 2017.
  • WFG Advisors bought 541 Pitney Bowes shares in Q2 2017, an estimated $7.9K.
  • Pitney Bowes made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #615 holding.
  • WFG Advisors first reported a position in Pitney Bowes in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Pitney Bowes position peaked at $125K in Q2 2014.
  • 348 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.