OWD
PBPB

Osborn Williams & Donohoe’s Potbelly PBPB Stock Holding History

Osborn Williams & Donohoe’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
Q1 		– Sell
-15,000
Closed -$185K – 235
2017
Q4 		$185K Hold
15,000
– – 0.03% 217
2017
Q3 		$186K Buy
+15,000
New +$175K 0.03% 214

Other funds holding PBPB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Osborn Williams & Donohoe's PBPB Position: Q1 2018 in Review

Osborn Williams & Donohoe sold out of Potbelly (PBPB) in Q1 2018, closing a stake of 15,000 shares — an estimated $185K sold.

Osborn Williams & Donohoe first reported a position in PBPB in Q3 2017 and held it in 2 quarters. The position peaked at $186K in Q3 2017. 100 funds tracked by Wall St. Rank hold PBPB as of Q1 2018.

  • Osborn Williams & Donohoe reported no remaining Potbelly position as of Q1 2018 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 15,000 Potbelly shares in Q1 2018, an estimated $185K.
  • Osborn Williams & Donohoe first reported a position in Potbelly in Q3 2017 and held it in 2 quarters.
  • Osborn Williams & Donohoe's Potbelly position peaked at $186K in Q3 2017.
  • 100 funds tracked by Wall St. Rank held Potbelly as of Q1 2018.

Based on Osborn Williams & Donohoe's 13F filing for Q1 2018, filed 12 Apr 2018.