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Clear Investment Research’s New Jersey Resources NJR Stock Holding History

Clear Investment Research’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
Q4 		– Sell
-7
Closed – – 283
2019
Q3 		$0 Hold
7
– – ﹤0.01% 331
2019
Q2 		$0 Hold
7
– – ﹤0.01% 330
2019
Q1 		$0 Hold
7
– – ﹤0.01% 318
2018
Q4 		$0 Hold
7
– – ﹤0.01% 316
2018
Q3 		$0 Buy
+7
New +$323 ﹤0.01% 325

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Clear Investment Research's NJR Position: Q4 2019 in Review

Clear Investment Research sold out of New Jersey Resources (NJR) in Q4 2019, closing a stake of 7 shares.

Clear Investment Research first reported a position in NJR in Q3 2018 and held it in 5 quarters. The position peaked at $0 in Q3 2019. 290 funds tracked by Wall St. Rank hold NJR as of Q4 2019.

  • Clear Investment Research reported no remaining New Jersey Resources position as of Q4 2019 after selling out during the quarter.
  • Clear Investment Research sold 7 New Jersey Resources shares in Q4 2019.
  • Clear Investment Research first reported a position in New Jersey Resources in Q3 2018 and held it in 5 quarters.
  • Clear Investment Research's New Jersey Resources position peaked at $0 in Q3 2019.
  • 290 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2019.

Based on Clear Investment Research's 13F filing for Q4 2019, filed 4 Feb 2020.