Bar Harbor Wealth Management’s New Jersey Resources NJR Stock Holding History

Bar Harbor Wealth 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
2020 Q1	–	Sell	-12,018	Closed	-$536K	–	265
2019 Q4	$536K	Sell	12,018 -18,706	-61%	-$808K	0.06%	181
2019 Q3	$1.39M	Buy	30,724 +5,937	+24%	+$278K	0.16%	116
2019 Q2	$1.23M	Buy	24,787 +19,059	+333%	+$939K	0.14%	125
2019 Q1	$285K	Hold	5,728	–	–	0.03%	246
2018 Q4	$262K	Sell	5,728 -182	-3%	-$8.58K	0.03%	244
2018 Q3	$273K	Hold	5,910	–	–	0.03%	259
2018 Q2	$264K	Hold	5,910	–	–	0.03%	261
2018 Q1	$237K	Hold	5,910	–	–	0.03%	274
2017 Q4	$237K	Buy	5,910 +1,153	+24%	+$49.5K	0.03%	277
2017 Q3	$200K	Buy	+4,757	New	+$201K	0.02%	289

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bar Harbor Wealth Management's NJR Position: Q1 2020 in Review

Bar Harbor Wealth Management sold out of New Jersey Resources (NJR) in Q1 2020, closing a stake of 12,018 shares — an estimated $536K sold.

Bar Harbor Wealth Management first reported a position in NJR in Q3 2017 and held it in 10 quarters. The position peaked at $1.39M in Q3 2019. 247 funds tracked by Wall St. Rank hold NJR as of Q1 2020.

Bar Harbor Wealth Management reported no remaining New Jersey Resources position as of Q1 2020 after selling out during the quarter.
Bar Harbor Wealth Management sold 12,018 New Jersey Resources shares in Q1 2020, an estimated $536K.
Bar Harbor Wealth Management first reported a position in New Jersey Resources in Q3 2017 and held it in 10 quarters.
Bar Harbor Wealth Management's New Jersey Resources position peaked at $1.39M in Q3 2019.
247 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2020.

Based on Bar Harbor Wealth Management's 13F filing for Q1 2020, filed 14 May 2020.