Wheatland Advisors’s Pitney Bowes PBI Stock Holding History

Wheatland 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
2016 Q2	–	Sell	-9,450	Closed	-$204K	–	92
2016 Q1	$204K	Buy	+9,450	New	+$180K	0.21%	85
2015 Q2	–	Sell	-9,450	Closed	-$220K	–	90
2015 Q1	$220K	Hold	9,450	–	–	0.22%	81
2014 Q4	$230K	Hold	9,450	–	–	0.22%	79
2014 Q3	$236K	Hold	9,450	–	–	0.24%	79
2014 Q2	$1.85M	Hold	9,450	–	–	1.69%	25
2014 Q1	$246K	Hold	9,450	–	–	0.25%	74
2013 Q4	$220K	Buy	+9,450	New	+$203K	0.23%	79

Other funds holding PBI

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wheatland Advisors's PBI Position: Q2 2016 in Review

Wheatland Advisors sold out of Pitney Bowes (PBI) in Q2 2016, closing a stake of 9,450 shares — an estimated $204K sold.

Wheatland Advisors first reported a position in PBI in Q4 2013 and held it in 7 quarters. The position peaked at $1.85M in Q2 2014. 351 funds tracked by Wall St. Rank hold PBI as of Q2 2016.

Wheatland Advisors reported no remaining Pitney Bowes position as of Q2 2016 after selling out during the quarter.
Wheatland Advisors sold 9,450 Pitney Bowes shares in Q2 2016, an estimated $204K.
Wheatland Advisors first reported a position in Pitney Bowes in Q4 2013 and held it in 7 quarters.
Wheatland Advisors's Pitney Bowes position peaked at $1.85M in Q2 2014.
351 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2016.

Based on Wheatland Advisors's 13F filing for Q2 2016, filed 1 Aug 2016.