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Advisor Group’s New Jersey Resources NJR Stock Holding History

Advisor Group’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
2019
Q4 		$334K Hold
7,488
– – ﹤0.01% 1967
2019
Q3 		$339K Sell
7,488
-604
-7% -$28.3K ﹤0.01% 1907
2019
Q2 		$404K Buy
8,092
+220
+3% +$10.8K ﹤0.01% 1764
2019
Q1 		$393K Buy
7,872
+124
+2% +$5.9K ﹤0.01% 1762
2018
Q4 		$354K Sell
7,748
-515
-6% -$24.3K ﹤0.01% 1650
2018
Q3 		$381K Buy
8,263
+1,498
+22% +$69K ﹤0.01% 1669
2018
Q2 		$302K Sell
6,765
-2,249
-25% -$95K ﹤0.01% 1680
2018
Q1 		$362K Buy
9,014
+2,261
+33% +$88.1K 0.01% 1547
2017
Q4 		$272K Buy
6,753
+2,659
+65% +$114K ﹤0.01% 1754
2017
Q3 		$173K Sell
4,094
-157
-4% -$6.64K ﹤0.01% 1962
2017
Q2 		$169K Buy
4,251
+1,589
+60% +$65.2K ﹤0.01% 1917
2017
Q1 		$105K Buy
2,662
+721
+37% +$27.2K ﹤0.01% 2126
2016
Q4 		$69K Sell
1,941
-768
-28% -$26.1K ﹤0.01% 2344
2016
Q3 		$89K Buy
2,709
+158
+6% +$5.59K ﹤0.01% 2079
2016
Q2 		$97K Buy
+2,551
New +$92K ﹤0.01% 1949

Other funds holding NJR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advisor Group's NJR Position: Q4 2019 in Review

Advisor Group held its New Jersey Resources (NJR) position steady in Q4 2019 at 7,488 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #1967.

Advisor Group first reported a position in NJR in Q2 2016 and has held it in 15 quarters since. The position peaked at $404K in Q2 2019. 290 funds tracked by Wall St. Rank hold NJR as of Q4 2019.

  • Advisor Group held 7,488 shares of New Jersey Resources worth $334K as of Q4 2019.
  • Advisor Group left its New Jersey Resources share count unchanged in Q4 2019.
  • New Jersey Resources made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1967 holding.
  • Advisor Group first reported a position in New Jersey Resources in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's New Jersey Resources position peaked at $404K in Q2 2019.
  • 290 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.