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Brick & Kyle Associates’s New Jersey Resources NJR Stock Holding History

Brick & Kyle Associates’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
Q2 		– Sell
-1,242
Closed -$49K – 264
2017
Q1 		$49K Hold
1,242
– – 0.04% 178
2016
Q4 		$44K Hold
1,242
– – 0.04% 188
2016
Q3 		$41K Hold
1,242
– – 0.03% 196
2016
Q2 		$48K Hold
1,242
– – 0.04% 183
2016
Q1 		$45K Hold
1,242
– – 0.04% 183
2015
Q4 		$41K Hold
1,242
– – 0.04% 183
2015
Q3 		$37K Hold
1,242
– – 0.03% 193
2015
Q2 		$34K Hold
1,242
– – 0.03% 214
2015
Q1 		$39K Hold
1,242
– – 0.03% 200
2014
Q4 		$38K Buy
+1,242
New +$35.3K 0.03% 201

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Brick & Kyle Associates's NJR Position: Q2 2017 in Review

Brick & Kyle Associates sold out of New Jersey Resources (NJR) in Q2 2017, closing a stake of 1,242 shares — an estimated $49K sold.

Brick & Kyle Associates first reported a position in NJR in Q4 2014 and held it in 10 quarters. The position peaked at $49K in Q1 2017. 250 funds tracked by Wall St. Rank hold NJR as of Q2 2017.

  • Brick & Kyle Associates reported no remaining New Jersey Resources position as of Q2 2017 after selling out during the quarter.
  • Brick & Kyle Associates sold 1,242 New Jersey Resources shares in Q2 2017, an estimated $49K.
  • Brick & Kyle Associates first reported a position in New Jersey Resources in Q4 2014 and held it in 10 quarters.
  • Brick & Kyle Associates's New Jersey Resources position peaked at $49K in Q1 2017.
  • 250 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2017.

Based on Brick & Kyle Associates's 13F filing for Q2 2017, filed 14 Aug 2017.