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Bruderman Asset Management’s New Jersey Resources NJR Stock Holding History

Bruderman Asset 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
2019
Q2 		– Sell
-5,081
Closed -$253K – 403
2019
Q1 		$253K Buy
5,081
+220
+5% +$10.5K 0.06% 121
2018
Q4 		$222K Buy
4,861
+1,735
+56% +$81.8K 0.06% 119
2018
Q3 		$144K Sell
3,126
-492
-14% -$22.7K 0.03% 119
2018
Q2 		$162K Sell
3,618
-698
-16% -$29.5K 0.04% 123
2018
Q1 		$173K Buy
+4,316
New +$168K 0.04% 130
2017
Q3 		– Sell
-1,686
Closed -$67K – 251
2017
Q2 		$67K Buy
+1,686
New +$69.2K 0.02% 183
2017
Q1 		– Sell
-2,902
Closed -$103K – 251
2016
Q4 		$103K Buy
2,902
+16
+0.6% +$543 0.03% 148
2016
Q3 		$95K Buy
2,886
+14
+0.5% +$496 0.03% 161
2016
Q2 		$111K Sell
2,872
-380
-12% -$13.7K 0.03% 153
2016
Q1 		$118K Sell
3,252
-909
-22% -$31.5K 0.04% 138
2015
Q4 		$137K Buy
4,161
+1,437
+53% +$44K 0.05% 139
2015
Q3 		$82K Buy
2,724
+201
+8% +$5.71K 0.03% 166
2015
Q2 		$70K Sell
2,523
-310
-11% -$9.27K 0.03% 186
2015
Q1 		$88K Buy
+2,833
New +$88.9K 0.03% 166

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bruderman Asset Management's NJR Position: Q2 2019 in Review

Bruderman Asset Management sold out of New Jersey Resources (NJR) in Q2 2019, closing a stake of 5,081 shares — an estimated $253K sold.

Bruderman Asset Management first reported a position in NJR in Q1 2015 and held it in 14 quarters. The position peaked at $253K in Q1 2019. 268 funds tracked by Wall St. Rank hold NJR as of Q2 2019.

  • Bruderman Asset Management reported no remaining New Jersey Resources position as of Q2 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 5,081 New Jersey Resources shares in Q2 2019, an estimated $253K.
  • Bruderman Asset Management first reported a position in New Jersey Resources in Q1 2015 and held it in 14 quarters.
  • Bruderman Asset Management's New Jersey Resources position peaked at $253K in Q1 2019.
  • 268 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.