HighTower Advisors’s Potbelly PBPB Stock Holding History

HighTower Advisors’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 Q2	–	Sell	-10,785	Closed	-$130K	–	2353
2018 Q1	$130K	Hold	10,785	–	–	﹤0.01%	1942
2017 Q4	$132K	Hold	10,785	–	–	﹤0.01%	1994
2017 Q3	$133K	Hold	10,785	–	–	﹤0.01%	1977
2017 Q2	$125K	Hold	10,785	–	–	﹤0.01%	1927
2017 Q1	$150K	Buy	+10,785	New	+$142K	﹤0.01%	1821

Other funds holding PBPB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

HighTower Advisors's PBPB Position: Q2 2018 in Review

HighTower Advisors sold out of Potbelly (PBPB) in Q2 2018, closing a stake of 10,785 shares — an estimated $130K sold.

HighTower Advisors first reported a position in PBPB in Q1 2017 and held it in 5 quarters. The position peaked at $150K in Q1 2017. 102 funds tracked by Wall St. Rank hold PBPB as of Q2 2018.

HighTower Advisors reported no remaining Potbelly position as of Q2 2018 after selling out during the quarter.
HighTower Advisors sold 10,785 Potbelly shares in Q2 2018, an estimated $130K.
HighTower Advisors first reported a position in Potbelly in Q1 2017 and held it in 5 quarters.
HighTower Advisors's Potbelly position peaked at $150K in Q1 2017.
102 funds tracked by Wall St. Rank held Potbelly as of Q2 2018.

Based on HighTower Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.