WAM
PBPB

Wealthspire Advisors (Maryland)’s Potbelly PBPB Stock Holding History

Wealthspire Advisors (Maryland)’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
-760
Closed -$9K – 2601
2017
Q4 		$9K Hold
760
– – ﹤0.01% 1636
2017
Q3 		$9K Hold
760
– – ﹤0.01% 1618
2017
Q2 		$9K Buy
760
+115
+18% +$1.4K ﹤0.01% 1579
2017
Q1 		$9K Buy
645
+65
+11% +$854 ﹤0.01% 1372
2016
Q4 		$7K Buy
+580
New +$7.75K ﹤0.01% 1328

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

Wealthspire Advisors (Maryland)'s PBPB Position: Q1 2018 in Review

Wealthspire Advisors (Maryland) sold out of Potbelly (PBPB) in Q1 2018, closing a stake of 760 shares — an estimated $9K sold.

Wealthspire Advisors (Maryland) first reported a position in PBPB in Q4 2016 and held it in 5 quarters. The position peaked at $9K in Q4 2017. 100 funds tracked by Wall St. Rank hold PBPB as of Q1 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Potbelly position as of Q1 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 760 Potbelly shares in Q1 2018, an estimated $9K.
  • Wealthspire Advisors (Maryland) first reported a position in Potbelly in Q4 2016 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s Potbelly position peaked at $9K in Q4 2017.
  • 100 funds tracked by Wall St. Rank held Potbelly as of Q1 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2018, filed 3 May 2018.