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Northwest & Ethical Investments’s BJ's Restaurants BJRI Stock Holding History

Northwest & Ethical Investments’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
2014
Q1 		– Sell
-41,470
Closed -$1.29M – 229
2013
Q4 		$1.29M Buy
41,470
+5,270
+15% +$152K 0.09% 177
2013
Q3 		$1.04M Sell
36,200
-6,130
-14% -$207K 0.08% 180
2013
Q2 		$1.57M Buy
+42,330
New +$1.51M 0.12% 148

Other funds holding BJRI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Northwest & Ethical Investments's BJRI Position: Q1 2014 in Review

Northwest & Ethical Investments sold out of BJ's Restaurants (BJRI) in Q1 2014, closing a stake of 41,470 shares — an estimated $1.29M sold.

Northwest & Ethical Investments first reported a position in BJRI in Q2 2013 and held it in 3 quarters. The position peaked at $1.57M in Q2 2013. 115 funds tracked by Wall St. Rank hold BJRI as of Q1 2014.

  • Northwest & Ethical Investments reported no remaining BJ's Restaurants position as of Q1 2014 after selling out during the quarter.
  • Northwest & Ethical Investments sold 41,470 BJ's Restaurants shares in Q1 2014, an estimated $1.29M.
  • Northwest & Ethical Investments first reported a position in BJ's Restaurants in Q2 2013 and held it in 3 quarters.
  • Northwest & Ethical Investments's BJ's Restaurants position peaked at $1.57M in Q2 2013.
  • 115 funds tracked by Wall St. Rank held BJ's Restaurants as of Q1 2014.

Based on Northwest & Ethical Investments's 13F filing for Q1 2014, filed 8 Jul 2025.