Ladenburg Thalmann Financial Services’s BJs Wholesale Club BJ Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio BJ Stock Details BJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$805K	Buy	35,432 +8,813	+33%	+$218K	0.01%	1434
2019 Q3	$689K	Buy	26,619 +6,086	+30%	+$152K	﹤0.01%	1510
2019 Q2	$542K	Sell	20,533 -116	-0.6%	-$3.08K	﹤0.01%	1683
2019 Q1	$566K	Buy	20,649 +2,045	+11%	+$52.2K	﹤0.01%	1608
2018 Q4	$413K	Buy	18,604 +4,408	+31%	+$101K	﹤0.01%	1681
2018 Q3	$380K	Buy	+14,196	New	+$380K	﹤0.01%	1813

Other funds holding BJ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ladenburg Thalmann Financial Services's BJ Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its BJs Wholesale Club (BJ) stake by 33% in Q4 2019, buying an estimated $218K and bringing the position to 35,432 shares worth $805K. The position accounts for 0.01% of the portfolio, ranked #1434.

Ladenburg Thalmann Financial Services first reported a position in BJ in Q3 2018 and has held it in 6 quarters since. 223 funds tracked by Wall St. Rank hold BJ as of Q4 2019.

Ladenburg Thalmann Financial Services held 35,432 shares of BJs Wholesale Club worth $805K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 8,813 BJs Wholesale Club shares in Q4 2019, an estimated $218K.
BJs Wholesale Club made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1434 holding.
Ladenburg Thalmann Financial Services first reported a position in BJs Wholesale Club in Q3 2018 and has held it in 6 quarters since.
223 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.