IPC
PBPB

Independent Portfolio Consultants’s Potbelly PBPB Stock Holding History

Independent Portfolio Consultants’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 		$499K Sell
43,393
-5,112
-11% -$62.4K 0.21% 161
2017
Q1 		$674K Buy
+48,505
New +$638K 0.23% 146

Other funds holding PBPB

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.89T AUM 35.08% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $9.33B AUM 56.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Independent Portfolio Consultants's PBPB Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Potbelly (PBPB) stake by 11% in Q2 2017, selling an estimated $62.4K and leaving 43,393 shares worth $499K. The position accounts for 0.21% of the portfolio, ranked #161.

Independent Portfolio Consultants first reported a position in PBPB in Q1 2017 and has held it in 2 quarters since. The position peaked at $674K in Q1 2017. 116 funds tracked by Wall St. Rank hold PBPB as of Q2 2017.

  • Independent Portfolio Consultants held 43,393 shares of Potbelly worth $499K as of Q2 2017.
  • Independent Portfolio Consultants sold 5,112 Potbelly shares in Q2 2017, an estimated $62.4K.
  • Potbelly made up 0.21% of Independent Portfolio Consultants's portfolio in Q2 2017, its #161 holding.
  • Independent Portfolio Consultants first reported a position in Potbelly in Q1 2017 and has held it in 2 quarters since.
  • Independent Portfolio Consultants's Potbelly position peaked at $674K in Q1 2017.
  • 116 funds tracked by Wall St. Rank held Potbelly as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.