LFR
PBPB

Lehman Financial Resources’s Potbelly PBPB Stock Holding History

Lehman Financial Resources’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
Q4 		– Sell
-1,500
Closed -$17K – 422
2014
Q3 		$17K Buy
+1,500
New +$18.5K 0.01% 257

Other funds holding PBPB

ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WHI
William Harris Investors Chicago, Illinois $347M AUM 3.53% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CLM
ClearBridge LLC (Maryland) Baltimore, Maryland $329M AUM 9.73% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EAM
EverPoint Asset Management Stamford, Connecticut $5.38B AUM 21.45% 1-Year Est. Return

Lehman Financial Resources's PBPB Position: Q4 2014 in Review

Lehman Financial Resources sold out of Potbelly (PBPB) in Q4 2014, closing a stake of 1,500 shares — an estimated $17K sold.

Lehman Financial Resources first reported a position in PBPB in Q3 2014 and held it in 1 quarter. The position peaked at $17K in Q3 2014. 94 funds tracked by Wall St. Rank hold PBPB as of Q4 2014.

  • Lehman Financial Resources reported no remaining Potbelly position as of Q4 2014 after selling out during the quarter.
  • Lehman Financial Resources sold 1,500 Potbelly shares in Q4 2014, an estimated $17K.
  • Lehman Financial Resources first reported a position in Potbelly in Q3 2014 and held it in 1 quarter.
  • Lehman Financial Resources's Potbelly position peaked at $17K in Q3 2014.
  • 94 funds tracked by Wall St. Rank held Potbelly as of Q4 2014.

Based on Lehman Financial Resources's 13F filing for Q4 2014, filed 3 Feb 2015.