BIG
PBPB

Bellwether Investment Group’s Potbelly PBPB Stock Holding History

Bellwether Investment Group’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
2017
Q1 		– Sell
-150
Closed -$2K – 902
2016
Q4 		$2K Buy
+150
New +$2K ﹤0.01% 904
2016
Q2 		$2K Buy
+150
New +$2K ﹤0.01% 580

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BlackRock
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CLM
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TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bellwether Investment Group's PBPB Position: Q1 2017 in Review

Bellwether Investment Group sold out of Potbelly (PBPB) in Q1 2017, closing a stake of 150 shares — an estimated $2K sold.

Bellwether Investment Group first reported a position in PBPB in Q2 2016 and held it in 2 quarters. The position peaked at $2K in Q4 2016. 126 funds tracked by Wall St. Rank hold PBPB as of Q1 2017.

  • Bellwether Investment Group reported no remaining Potbelly position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 150 Potbelly shares in Q1 2017, an estimated $2K.
  • Bellwether Investment Group first reported a position in Potbelly in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Potbelly position peaked at $2K in Q4 2016.
  • 126 funds tracked by Wall St. Rank held Potbelly as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.