CFD
PBPB

Creative Financial Designs’s Potbelly PBPB Stock Holding History

Creative Financial Designs’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
-400
Closed -$6K – 814
2017
Q1 		$6K Hold
400
– – ﹤0.01% 459
2016
Q4 		$5K Buy
+400
New +$5.35K ﹤0.01% 479

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

Creative Financial Designs's PBPB Position: Q2 2017 in Review

Creative Financial Designs sold out of Potbelly (PBPB) in Q2 2017, closing a stake of 400 shares — an estimated $6K sold.

Creative Financial Designs first reported a position in PBPB in Q4 2016 and held it in 2 quarters. The position peaked at $6K in Q1 2017. 116 funds tracked by Wall St. Rank hold PBPB as of Q2 2017.

  • Creative Financial Designs reported no remaining Potbelly position as of Q2 2017 after selling out during the quarter.
  • Creative Financial Designs sold 400 Potbelly shares in Q2 2017, an estimated $6K.
  • Creative Financial Designs first reported a position in Potbelly in Q4 2016 and held it in 2 quarters.
  • Creative Financial Designs's Potbelly position peaked at $6K in Q1 2017.
  • 116 funds tracked by Wall St. Rank held Potbelly as of Q2 2017.

Based on Creative Financial Designs's 13F filing for Q2 2017, filed 2 May 2018.