RWP
BKJ

RWA Wealth Partners’s Bancorp of New Jersey, Inc. BKJ Stock Holding History

RWA Wealth Partners’s Portfolio BKJ Stock Details BKJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-95
Closed -$2K – 781
2018
Q2 		$2K Hold
95
– – ﹤0.01% 762
2018
Q1 		$1K Buy
+95
New +$1.57K ﹤0.01% 581

Other funds holding BKJ

CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ROC
River Oaks Capital Wayzata, Minnesota $67.9M AUM 13.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return

RWA Wealth Partners's BKJ Position: Q3 2018 in Review

RWA Wealth Partners sold out of Bancorp of New Jersey, Inc. (BKJ) in Q3 2018, closing a stake of 95 shares — an estimated $2K sold.

RWA Wealth Partners first reported a position in BKJ in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q2 2018. 22 funds tracked by Wall St. Rank hold BKJ as of Q3 2018.

  • RWA Wealth Partners reported no remaining Bancorp of New Jersey, Inc. position as of Q3 2018 after selling out during the quarter.
  • RWA Wealth Partners sold 95 Bancorp of New Jersey, Inc. shares in Q3 2018, an estimated $2K.
  • RWA Wealth Partners first reported a position in Bancorp of New Jersey, Inc. in Q1 2018 and held it in 2 quarters.
  • RWA Wealth Partners's Bancorp of New Jersey, Inc. position peaked at $2K in Q2 2018.
  • 22 funds tracked by Wall St. Rank held Bancorp of New Jersey, Inc. as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.