AF
PBPB

Advisornet Financial’s Potbelly PBPB Stock Holding History

Advisornet Financial’s Portfolio PBPB Stock Details PBPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-16,970
Closed -$74K – 1952
2019
Q3 		$74K Hold
16,970
– – 0.01% 769
2019
Q2 		$86K Buy
+16,970
New +$115K 0.01% 653

Other funds holding PBPB

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return

Advisornet Financial's PBPB Position: Q4 2019 in Review

Advisornet Financial sold out of Potbelly (PBPB) in Q4 2019, closing a stake of 16,970 shares — an estimated $74K sold.

Advisornet Financial first reported a position in PBPB in Q2 2019 and held it in 2 quarters. The position peaked at $86K in Q2 2019. 76 funds tracked by Wall St. Rank hold PBPB as of Q4 2019.

  • Advisornet Financial reported no remaining Potbelly position as of Q4 2019 after selling out during the quarter.
  • Advisornet Financial sold 16,970 Potbelly shares in Q4 2019, an estimated $74K.
  • Advisornet Financial first reported a position in Potbelly in Q2 2019 and held it in 2 quarters.
  • Advisornet Financial's Potbelly position peaked at $86K in Q2 2019.
  • 76 funds tracked by Wall St. Rank held Potbelly as of Q4 2019.

Based on Advisornet Financial's 13F filing for Q4 2019, filed 12 Feb 2020.