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Stratos Wealth Partners’s BJ's Restaurants BJRI Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-8,769
Closed -$633K – 992
2018
Q3 		$633K Buy
+8,769
New +$589K 0.03% 459
2017
Q2 		– Sell
-23,758
Closed -$960K – 828
2017
Q1 		$960K Buy
+23,758
New +$879K 0.05% 284

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stratos Wealth Partners's BJRI Position: Q4 2018 in Review

Stratos Wealth Partners sold out of BJ's Restaurants (BJRI) in Q4 2018, closing a stake of 8,769 shares — an estimated $633K sold.

Stratos Wealth Partners first reported a position in BJRI in Q1 2017 and held it in 2 quarters. The position peaked at $960K in Q1 2017. 244 funds tracked by Wall St. Rank hold BJRI as of Q4 2018.

  • Stratos Wealth Partners reported no remaining BJ's Restaurants position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 8,769 BJ's Restaurants shares in Q4 2018, an estimated $633K.
  • Stratos Wealth Partners first reported a position in BJ's Restaurants in Q1 2017 and held it in 2 quarters.
  • Stratos Wealth Partners's BJ's Restaurants position peaked at $960K in Q1 2017.
  • 244 funds tracked by Wall St. Rank held BJ's Restaurants as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.