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Calvert Investment Management’s New Jersey Resources NJR Stock Holding History

Calvert Investment 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
2017
Q1 		– Sell
-21,465
Closed -$762K – 403
2016
Q4 		$762K Sell
21,465
-141
-0.7% -$4.79K 0.03% 439
2016
Q3 		$710K Buy
21,606
+1,497
+7% +$53K 0.03% 463
2016
Q2 		$775K Buy
+20,109
New +$725K 0.03% 403

Other funds holding NJR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Calvert Investment Management's NJR Position: Q1 2017 in Review

Calvert Investment Management sold out of New Jersey Resources (NJR) in Q1 2017, closing a stake of 21,465 shares — an estimated $762K sold.

Calvert Investment Management first reported a position in NJR in Q2 2016 and held it in 3 quarters. The position peaked at $775K in Q2 2016. 239 funds tracked by Wall St. Rank hold NJR as of Q1 2017.

  • Calvert Investment Management reported no remaining New Jersey Resources position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 21,465 New Jersey Resources shares in Q1 2017, an estimated $762K.
  • Calvert Investment Management first reported a position in New Jersey Resources in Q2 2016 and held it in 3 quarters.
  • Calvert Investment Management's New Jersey Resources position peaked at $775K in Q2 2016.
  • 239 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.