ClearBridge Investments
PBPB

ClearBridge Investments’s Potbelly PBPB Stock Holding History

ClearBridge Investments’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
Q2 		– Sell
-2,102
Closed -$29K – 1197
2017
Q1 		$29K Buy
2,102
+1,087
+107% +$14.3K ﹤0.01% 952
2016
Q4 		$13K Buy
1,015
+763
+303% +$10.2K ﹤0.01% 1041
2016
Q3 		$3K Buy
+252
New +$3.26K ﹤0.01% 1088
2016
Q1 		– Sell
-104
Closed -$1K – 1096
2015
Q4 		$1K Buy
+104
New +$1.21K ﹤0.01% 1107

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

ClearBridge Investments's PBPB Position: Q2 2017 in Review

ClearBridge Investments sold out of Potbelly (PBPB) in Q2 2017, closing a stake of 2,102 shares — an estimated $29K sold.

ClearBridge Investments first reported a position in PBPB in Q4 2015 and held it in 4 quarters. The position peaked at $29K in Q1 2017. 116 funds tracked by Wall St. Rank hold PBPB as of Q2 2017.

  • ClearBridge Investments reported no remaining Potbelly position as of Q2 2017 after selling out during the quarter.
  • ClearBridge Investments sold 2,102 Potbelly shares in Q2 2017, an estimated $29K.
  • ClearBridge Investments first reported a position in Potbelly in Q4 2015 and held it in 4 quarters.
  • ClearBridge Investments's Potbelly position peaked at $29K in Q1 2017.
  • 116 funds tracked by Wall St. Rank held Potbelly as of Q2 2017.

Based on ClearBridge Investments's 13F filing for Q2 2017, filed 14 Aug 2017.