LWM
PNRA

LBA Wealth Management’s Panera Bread Co PNRA Stock Holding History

LBA Wealth Management’s Portfolio PNRA Stock Details PNRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		$39K Sell
150
-100
-40% -$22.7K 0.02% 222
2016
Q4 		$51K Buy
+250
New +$50.7K 0.03% 190

Other funds holding PNRA

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LBA Wealth Management's PNRA Position: Q1 2017 in Review

LBA Wealth Management reduced its Panera Bread Co (PNRA) stake by 40% in Q1 2017, selling an estimated $22.7K and leaving 150 shares worth $39K. The position accounts for 0.02% of the portfolio, ranked #222.

LBA Wealth Management first reported a position in PNRA in Q4 2016 and has held it in 2 quarters since. The position peaked at $51K in Q4 2016. 380 funds tracked by Wall St. Rank hold PNRA as of Q1 2017.

  • LBA Wealth Management held 150 shares of Panera Bread Co worth $39K as of Q1 2017.
  • LBA Wealth Management sold 100 Panera Bread Co shares in Q1 2017, an estimated $22.7K.
  • Panera Bread Co made up 0.02% of LBA Wealth Management's portfolio in Q1 2017, its #222 holding.
  • LBA Wealth Management first reported a position in Panera Bread Co in Q4 2016 and has held it in 2 quarters since.
  • LBA Wealth Management's Panera Bread Co position peaked at $51K in Q4 2016.
  • 380 funds tracked by Wall St. Rank held Panera Bread Co as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.