Evercore Wealth Management’s BJ's Restaurants BJRI Stock Holding History

Evercore Wealth Management’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 Q2	–	Sell	-2,000	Closed	-$101K	–	1062
2015 Q1	$101K	Hold	2,000	–	–	﹤0.01%	527
2014 Q4	$100K	Hold	2,000	–	–	0.01%	467
2014 Q3	$72K	Sell	2,000 -2,000	-50%	-$70.7K	﹤0.01%	561
2014 Q2	$140K	Hold	4,000	–	–	0.01%	453
2014 Q1	$131K	Buy	+4,000	New	+$121K	0.01%	434

Other funds holding BJRI

LCG

Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

NRECA

National Rural Electric Cooperative Association Arlington, Virginia $5.58B AUM 0.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Evercore Wealth Management's BJRI Position: Q2 2015 in Review

Evercore Wealth Management sold out of BJ's Restaurants (BJRI) in Q2 2015, closing a stake of 2,000 shares — an estimated $101K sold.

Evercore Wealth Management first reported a position in BJRI in Q1 2014 and held it in 5 quarters. The position peaked at $140K in Q2 2014. 155 funds tracked by Wall St. Rank hold BJRI as of Q2 2015.

Evercore Wealth Management reported no remaining BJ's Restaurants position as of Q2 2015 after selling out during the quarter.
Evercore Wealth Management sold 2,000 BJ's Restaurants shares in Q2 2015, an estimated $101K.
Evercore Wealth Management first reported a position in BJ's Restaurants in Q1 2014 and held it in 5 quarters.
Evercore Wealth Management's BJ's Restaurants position peaked at $140K in Q2 2014.
155 funds tracked by Wall St. Rank held BJ's Restaurants as of Q2 2015.

Based on Evercore Wealth Management's 13F filing for Q2 2015, filed 6 Aug 2015.