American Economic Planning Group’s New Jersey Resources NJR Stock Holding History

American Economic Planning 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 Q3	$236K	Buy	5,234 +1	+0%	+$47	0.06%	79
2019 Q2	$260K	Buy	5,233 +100	+2%	+$4.93K	0.08%	77
2019 Q1	$256K	Hold	5,133	–	–	0.08%	73
2018 Q4	$234K	Hold	5,133	–	–	0.08%	71
2018 Q3	$237K	Sell	5,133 -100	-2%	-$4.61K	0.08%	66
2018 Q2	$234K	Sell	5,233 -150	-3%	-$6.34K	0.09%	67
2018 Q1	$216K	Buy	5,383 +200	+4%	+$7.79K	0.08%	81
2017 Q4	$208K	Sell	5,183 -250	-5%	-$10.7K	0.08%	81
2017 Q3	$229K	Hold	5,433	–	–	0.09%	71
2017 Q2	$216K	Hold	5,433	–	–	0.09%	73
2017 Q1	$215K	Buy	+5,433	New	+$205K	0.09%	71

Other funds holding NJR

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

American Economic Planning Group's NJR Position: Q3 2019 in Review

American Economic Planning Group increased its New Jersey Resources (NJR) stake by 0.02% in Q3 2019, buying an estimated $47 and bringing the position to 5,234 shares worth $236K. The position accounts for 0.06% of the portfolio, ranked #79.

American Economic Planning Group first reported a position in NJR in Q1 2017 and has held it in 11 quarters since. The position peaked at $260K in Q2 2019. 268 funds tracked by Wall St. Rank hold NJR as of Q3 2019.

American Economic Planning Group held 5,234 shares of New Jersey Resources worth $236K as of Q3 2019.
American Economic Planning Group bought 1 New Jersey Resources share in Q3 2019, an estimated $47.
New Jersey Resources made up 0.06% of American Economic Planning Group's portfolio in Q3 2019, its #79 holding.
American Economic Planning Group first reported a position in New Jersey Resources in Q1 2017 and has held it in 11 quarters since.
American Economic Planning Group's New Jersey Resources position peaked at $260K in Q2 2019.
268 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.