Shine Investment Advisory Services’s BJ's Restaurants BJRI Stock Holding History

Shine Investment Advisory Services’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
2020 Q1	–	Sell	-135	Closed	-$5K	–	713
2019 Q4	$5K	Hold	135	–	–	﹤0.01%	655
2019 Q3	$5K	Buy	135 +51	+61%	+$1.97K	﹤0.01%	651
2019 Q2	$4K	Hold	84	–	–	﹤0.01%	630
2019 Q1	$4K	Hold	84	–	–	﹤0.01%	637
2018 Q4	$4K	Sell	84 -39	-32%	-$2.35K	﹤0.01%	620
2018 Q3	$9K	Hold	123	–	–	﹤0.01%	532
2018 Q2	$7K	Hold	123	–	–	﹤0.01%	575
2018 Q1	$6K	Hold	123	–	–	﹤0.01%	588
2017 Q4	$4K	Hold	123	–	–	﹤0.01%	615
2017 Q3	$4K	Hold	123	–	–	﹤0.01%	617
2017 Q2	$5K	Buy	+123	New	+$5.22K	﹤0.01%	597

Other funds holding BJRI

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

RCAMU

Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Shine Investment Advisory Services's BJRI Position: Q1 2020 in Review

Shine Investment Advisory Services sold out of BJ's Restaurants (BJRI) in Q1 2020, closing a stake of 135 shares — an estimated $5K sold.

Shine Investment Advisory Services first reported a position in BJRI in Q2 2017 and held it in 11 quarters. The position peaked at $9K in Q3 2018. 140 funds tracked by Wall St. Rank hold BJRI as of Q1 2020.

Shine Investment Advisory Services reported no remaining BJ's Restaurants position as of Q1 2020 after selling out during the quarter.
Shine Investment Advisory Services sold 135 BJ's Restaurants shares in Q1 2020, an estimated $5K.
Shine Investment Advisory Services first reported a position in BJ's Restaurants in Q2 2017 and held it in 11 quarters.
Shine Investment Advisory Services's BJ's Restaurants position peaked at $9K in Q3 2018.
140 funds tracked by Wall St. Rank held BJ's Restaurants as of Q1 2020.

Based on Shine Investment Advisory Services's 13F filing for Q1 2020, filed 27 Apr 2020.