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YorkBridge Wealth Partners’s Pitney Bowes PBI Stock Holding History

YorkBridge Wealth Partners’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
Q4 		– Sell
-850
Closed -$12K – 895
2017
Q3 		$12K Hold
850
– – 0.01% 614
2017
Q2 		$13K Hold
850
– – 0.01% 600
2017
Q1 		$13K Sell
850
-805
-49% -$11.4K 0.01% 585
2016
Q4 		$25K Buy
+1,655
New +$26.3K 0.01% 444

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D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

YorkBridge Wealth Partners's PBI Position: Q4 2017 in Review

YorkBridge Wealth Partners sold out of Pitney Bowes (PBI) in Q4 2017, closing a stake of 850 shares — an estimated $12K sold.

YorkBridge Wealth Partners first reported a position in PBI in Q4 2016 and held it in 4 quarters. The position peaked at $25K in Q4 2016. 351 funds tracked by Wall St. Rank hold PBI as of Q4 2017.

  • YorkBridge Wealth Partners reported no remaining Pitney Bowes position as of Q4 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 850 Pitney Bowes shares in Q4 2017, an estimated $12K.
  • YorkBridge Wealth Partners first reported a position in Pitney Bowes in Q4 2016 and held it in 4 quarters.
  • YorkBridge Wealth Partners's Pitney Bowes position peaked at $25K in Q4 2016.
  • 351 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2017, filed 12 Feb 2018.