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AHL Partners’s New Jersey Resources NJR Stock Holding History

AHL Partners’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
2017
Q4 		– Sell
-18,154
Closed -$766K – 1328
2017
Q3 		$766K Buy
+18,154
New +$768K 0.01% 946
2016
Q3 		– Sell
-9,715
Closed -$374K – 1143
2016
Q2 		$374K Sell
9,715
-124,206
-93% -$4.48M 0.02% 663
2016
Q1 		$4.88M Buy
133,921
+62,388
+87% +$2.16M 0.31% 71
2015
Q4 		$2.36M Buy
71,533
+47,493
+198% +$1.46M 0.18% 207
2015
Q3 		$722K Buy
+24,040
New +$683K 0.11% 257
2015
Q2 		– Sell
-17,047
Closed -$529K – 866
2015
Q1 		$529K Sell
17,047
-141,849
-89% -$4.45M 0.02% 629
2014
Q4 		$4.86M Buy
158,896
+71,342
+81% +$2.03M 0.25% 68
2014
Q3 		$2.21M Buy
+87,554
New +$2.3M 0.17% 248

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

AHL Partners's NJR Position: Q4 2017 in Review

AHL Partners sold out of New Jersey Resources (NJR) in Q4 2017, closing a stake of 18,154 shares — an estimated $766K sold.

AHL Partners first reported a position in NJR in Q3 2014 and held it in 8 quarters. The position peaked at $4.88M in Q1 2016. 276 funds tracked by Wall St. Rank hold NJR as of Q4 2017.

  • AHL Partners reported no remaining New Jersey Resources position as of Q4 2017 after selling out during the quarter.
  • AHL Partners sold 18,154 New Jersey Resources shares in Q4 2017, an estimated $766K.
  • AHL Partners first reported a position in New Jersey Resources in Q3 2014 and held it in 8 quarters.
  • AHL Partners's New Jersey Resources position peaked at $4.88M in Q1 2016.
  • 276 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.