PIA
PBPB

Piedmont Investment Advisors’s Potbelly PBPB Stock Holding History

Piedmont Investment 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
Q3 		– Sell
-398
Closed -$5K – 1920
2018
Q2 		$5K Buy
+398
New +$5.01K ﹤0.01% 2137

Other funds holding PBPB

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Piedmont Investment Advisors's PBPB Position: Q3 2018 in Review

Piedmont Investment Advisors sold out of Potbelly (PBPB) in Q3 2018, closing a stake of 398 shares — an estimated $5K sold.

Piedmont Investment Advisors first reported a position in PBPB in Q2 2018 and held it in 1 quarter. The position peaked at $5K in Q2 2018. 105 funds tracked by Wall St. Rank hold PBPB as of Q3 2018.

  • Piedmont Investment Advisors reported no remaining Potbelly position as of Q3 2018 after selling out during the quarter.
  • Piedmont Investment Advisors sold 398 Potbelly shares in Q3 2018, an estimated $5K.
  • Piedmont Investment Advisors first reported a position in Potbelly in Q2 2018 and held it in 1 quarter.
  • Piedmont Investment Advisors's Potbelly position peaked at $5K in Q2 2018.
  • 105 funds tracked by Wall St. Rank held Potbelly as of Q3 2018.

Based on Piedmont Investment Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.