WIL
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Winifred I. Li’s Pitney Bowes PBI Stock Holding History

Winifred I. Li’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
2014
Q4 		$527K Sell
21,624
-246
-1% -$6.01K 0.5% 66
2014
Q3 		$547K Sell
21,870
-722
-3% -$19.3K 0.52% 65
2014
Q2 		$624K Sell
22,592
-454
-2% -$12.1K 0.53% 61
2014
Q1 		$599K Buy
23,046
+3,115
+16% +$76.8K 0.52% 66
2013
Q4 		$464K Buy
+19,931
New +$429K 0.4% 85

Other funds holding PBI

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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 $291M AUM 49.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Winifred I. Li's PBI Position: Q4 2014 in Review

Winifred I. Li reduced its Pitney Bowes (PBI) stake by 1.1% in Q4 2014, selling an estimated $6.01K and leaving 21,624 shares worth $527K. The position accounts for 0.5% of the portfolio, ranked #66.

Winifred I. Li first reported a position in PBI in Q4 2013 and has held it in 5 quarters since. The position peaked at $624K in Q2 2014. 359 funds tracked by Wall St. Rank hold PBI as of Q4 2014.

  • Winifred I. Li held 21,624 shares of Pitney Bowes worth $527K as of Q4 2014.
  • Winifred I. Li sold 246 Pitney Bowes shares in Q4 2014, an estimated $6.01K.
  • Pitney Bowes made up 0.5% of Winifred I. Li's portfolio in Q4 2014, its #66 holding.
  • Winifred I. Li first reported a position in Pitney Bowes in Q4 2013 and has held it in 5 quarters since.
  • Winifred I. Li's Pitney Bowes position peaked at $624K in Q2 2014.
  • 359 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.