Whittier Trust’s Pitney Bowes PBI Stock Holding History

Whittier Trust’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
2013 Q4	–	Sell	-250	Closed	-$5K	–	1094
2013 Q3	$5K	Hold	250	–	–	﹤0.01%	971
2013 Q2	$4K	Buy	+250	New	+$3.69K	﹤0.01%	992

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

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

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

AAM

Alken Asset Management London, United Kingdom $89.6M AUM 3.28% 1-Year Est. Return

CCI

Columbus Circle Investors $2.28B AUM 135.57% 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

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

Whittier Trust's PBI Position: Q4 2013 in Review

Whittier Trust sold out of Pitney Bowes (PBI) in Q4 2013, closing a stake of 250 shares — an estimated $5K sold.

Whittier Trust first reported a position in PBI in Q2 2013 and held it in 2 quarters. The position peaked at $5K in Q3 2013. 369 funds tracked by Wall St. Rank hold PBI as of Q4 2013.

Whittier Trust reported no remaining Pitney Bowes position as of Q4 2013 after selling out during the quarter.
Whittier Trust sold 250 Pitney Bowes shares in Q4 2013, an estimated $5K.
Whittier Trust first reported a position in Pitney Bowes in Q2 2013 and held it in 2 quarters.
Whittier Trust's Pitney Bowes position peaked at $5K in Q3 2013.
369 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2013.

Based on Whittier Trust's 13F filing for Q4 2013, filed 5 Feb 2014.