EWM
PBPB

Edge Wealth Management’s Potbelly PBPB Stock Holding History

Edge 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
2014
Q2 		– Sell
-1,000
Closed -$18K – 412
2014
Q1 		$18K Hold
1,000
– – 0.01% 249
2013
Q4 		$24K Buy
+1,000
New +$27.4K 0.01% 213

Other funds holding PBPB

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WHI
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SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
CLM
ClearBridge LLC (Maryland) Baltimore, Maryland $329M AUM 9.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Edge Wealth Management's PBPB Position: Q2 2014 in Review

Edge Wealth Management sold out of Potbelly (PBPB) in Q2 2014, closing a stake of 1,000 shares — an estimated $18K sold.

Edge Wealth Management first reported a position in PBPB in Q4 2013 and held it in 2 quarters. The position peaked at $24K in Q4 2013. 89 funds tracked by Wall St. Rank hold PBPB as of Q2 2014.

  • Edge Wealth Management reported no remaining Potbelly position as of Q2 2014 after selling out during the quarter.
  • Edge Wealth Management sold 1,000 Potbelly shares in Q2 2014, an estimated $18K.
  • Edge Wealth Management first reported a position in Potbelly in Q4 2013 and held it in 2 quarters.
  • Edge Wealth Management's Potbelly position peaked at $24K in Q4 2013.
  • 89 funds tracked by Wall St. Rank held Potbelly as of Q2 2014.

Based on Edge Wealth Management's 13F filing for Q2 2014, filed 11 Jul 2014.