DCLA
BJRI icon

Douglas C. Lane & Associates’s BJ's Restaurants BJRI Stock Holding History

Douglas C. Lane & Associates’s Portfolio BJRI Stock Details BJRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		$217K Sell
5,000
-2,600
-34% -$114K 0.01% 207
2015
Q3 		$327K Buy
+7,600
New +$357K 0.01% 192

Other funds holding BJRI

LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PPCM
PW Partners Capital Management Chicago, Illinois $76.7M AUM 8.73% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
I2I
Insight 2811 Inc Chicago, Illinois $239M AUM 8.89% 1-Year Est. Return
NRECA
National Rural Electric Cooperative Association Arlington, Virginia $5.58B AUM 0.17% 1-Year Est. Return

Douglas C. Lane & Associates's BJRI Position: Q4 2015 in Review

Douglas C. Lane & Associates reduced its BJ's Restaurants (BJRI) stake by 34% in Q4 2015, selling an estimated $114K and leaving 5,000 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #207.

Douglas C. Lane & Associates first reported a position in BJRI in Q3 2015 and has held it in 2 quarters since. The position peaked at $327K in Q3 2015. 172 funds tracked by Wall St. Rank hold BJRI as of Q4 2015.

  • Douglas C. Lane & Associates held 5,000 shares of BJ's Restaurants worth $217K as of Q4 2015.
  • Douglas C. Lane & Associates sold 2,600 BJ's Restaurants shares in Q4 2015, an estimated $114K.
  • BJ's Restaurants made up 0.01% of Douglas C. Lane & Associates's portfolio in Q4 2015, its #207 holding.
  • Douglas C. Lane & Associates first reported a position in BJ's Restaurants in Q3 2015 and has held it in 2 quarters since.
  • Douglas C. Lane & Associates's BJ's Restaurants position peaked at $327K in Q3 2015.
  • 172 funds tracked by Wall St. Rank held BJ's Restaurants as of Q4 2015.

Based on Douglas C. Lane & Associates's 13F filing for Q4 2015, filed 25 Jan 2016.