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Advantage Investment Management’s New Jersey Resources NJR Stock Holding History

Advantage Investment Management’s Portfolio NJR Stock Details NJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-431
Closed -$17K – 1040
2017
Q4 		$17K Buy
431
+58
+16% +$2.49K 0.01% 605
2017
Q3 		$16K Hold
373
– – 0.01% 591
2017
Q2 		$15K Buy
+373
New +$15.3K 0.01% 618

Other funds holding NJR

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advantage Investment Management's NJR Position: Q1 2018 in Review

Advantage Investment Management sold out of New Jersey Resources (NJR) in Q1 2018, closing a stake of 431 shares — an estimated $17K sold.

Advantage Investment Management first reported a position in NJR in Q2 2017 and held it in 3 quarters. The position peaked at $17K in Q4 2017. 264 funds tracked by Wall St. Rank hold NJR as of Q1 2018.

  • Advantage Investment Management reported no remaining New Jersey Resources position as of Q1 2018 after selling out during the quarter.
  • Advantage Investment Management sold 431 New Jersey Resources shares in Q1 2018, an estimated $17K.
  • Advantage Investment Management first reported a position in New Jersey Resources in Q2 2017 and held it in 3 quarters.
  • Advantage Investment Management's New Jersey Resources position peaked at $17K in Q4 2017.
  • 264 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2018.

Based on Advantage Investment Management's 13F filing for Q1 2018, filed 15 May 2018.