CWM
PBPB

Catamount Wealth Management’s Potbelly PBPB Stock Holding History

Catamount Wealth Management’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
2018
Q4 		– Sell
-320
Closed -$4K – 221
2018
Q3 		$4K Buy
+320
New +$4.14K ﹤0.01% 171

Other funds holding PBPB

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Vanguard Group
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AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Catamount Wealth Management's PBPB Position: Q4 2018 in Review

Catamount Wealth Management sold out of Potbelly (PBPB) in Q4 2018, closing a stake of 320 shares — an estimated $4K sold.

Catamount Wealth Management first reported a position in PBPB in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 103 funds tracked by Wall St. Rank hold PBPB as of Q4 2018.

  • Catamount Wealth Management reported no remaining Potbelly position as of Q4 2018 after selling out during the quarter.
  • Catamount Wealth Management sold 320 Potbelly shares in Q4 2018, an estimated $4K.
  • Catamount Wealth Management first reported a position in Potbelly in Q3 2018 and held it in 1 quarter.
  • Catamount Wealth Management's Potbelly position peaked at $4K in Q3 2018.
  • 103 funds tracked by Wall St. Rank held Potbelly as of Q4 2018.

Based on Catamount Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.