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Checchi Capital Advisers’s New Jersey Resources NJR Stock Holding History

Checchi Capital Advisers’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
2016
Q3 		– Sell
-776
Closed -$30K – 930
2016
Q2 		$30K Sell
776
-16
-2% -$577 ﹤0.01% 1049
2016
Q1 		$29K Buy
+792
New +$27.5K 0.01% 1004

Other funds holding NJR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 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

Checchi Capital Advisers's NJR Position: Q3 2016 in Review

Checchi Capital Advisers sold out of New Jersey Resources (NJR) in Q3 2016, closing a stake of 776 shares — an estimated $30K sold.

Checchi Capital Advisers first reported a position in NJR in Q1 2016 and held it in 2 quarters. The position peaked at $30K in Q2 2016. 242 funds tracked by Wall St. Rank hold NJR as of Q3 2016.

  • Checchi Capital Advisers reported no remaining New Jersey Resources position as of Q3 2016 after selling out during the quarter.
  • Checchi Capital Advisers sold 776 New Jersey Resources shares in Q3 2016, an estimated $30K.
  • Checchi Capital Advisers first reported a position in New Jersey Resources in Q1 2016 and held it in 2 quarters.
  • Checchi Capital Advisers's New Jersey Resources position peaked at $30K in Q2 2016.
  • 242 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2016.

Based on Checchi Capital Advisers's 13F filing for Q3 2016, filed 10 Nov 2016.