FANJ
PBPB

Financial Architects (New Jersey)’s Potbelly PBPB Stock Holding History

Financial Architects (New Jersey)’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
-93
Closed -$1K – 1597
2017
Q1 		$1K Buy
+93
New +$1.22K ﹤0.01% 1525

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

Financial Architects (New Jersey)'s PBPB Position: Q2 2017 in Review

Financial Architects (New Jersey) sold out of Potbelly (PBPB) in Q2 2017, closing a stake of 93 shares — an estimated $1K sold.

Financial Architects (New Jersey) first reported a position in PBPB in Q1 2017 and held it in 1 quarter. The position peaked at $1K in Q1 2017. 116 funds tracked by Wall St. Rank hold PBPB as of Q2 2017.

  • Financial Architects (New Jersey) reported no remaining Potbelly position as of Q2 2017 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 93 Potbelly shares in Q2 2017, an estimated $1K.
  • Financial Architects (New Jersey) first reported a position in Potbelly in Q1 2017 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s Potbelly position peaked at $1K in Q1 2017.
  • 116 funds tracked by Wall St. Rank held Potbelly as of Q2 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2017, filed 21 Jul 2017.