CIBC Private Wealth Group
PBPB

CIBC Private Wealth Group’s Potbelly PBPB Stock Holding History

CIBC Private Wealth 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
2018
Q3 		– Sell
-1,200
Closed -$16K – 1485
2018
Q2 		$16K Buy
+1,200
New +$15.1K ﹤0.01% 1464

Other funds holding PBPB

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

CIBC Private Wealth Group's PBPB Position: Q3 2018 in Review

CIBC Private Wealth Group sold out of Potbelly (PBPB) in Q3 2018, closing a stake of 1,200 shares — an estimated $16K sold.

CIBC Private Wealth Group first reported a position in PBPB in Q2 2018 and held it in 1 quarter. The position peaked at $16K in Q2 2018. 105 funds tracked by Wall St. Rank hold PBPB as of Q3 2018.

  • CIBC Private Wealth Group reported no remaining Potbelly position as of Q3 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 1,200 Potbelly shares in Q3 2018, an estimated $16K.
  • CIBC Private Wealth Group first reported a position in Potbelly in Q2 2018 and held it in 1 quarter.
  • CIBC Private Wealth Group's Potbelly position peaked at $16K in Q2 2018.
  • 105 funds tracked by Wall St. Rank held Potbelly as of Q3 2018.

Based on CIBC Private Wealth Group's 13F filing for Q3 2018, filed 14 Nov 2018.