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Crestwood Advisors Group’s New Jersey Resources NJR Stock Holding History

Crestwood Advisors Group’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
-855
Closed -$34K – 340
2017
Q1 		$34K Buy
+855
New +$32.3K ﹤0.01% 309

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

Crestwood Advisors Group's NJR Position: Q2 2017 in Review

Crestwood Advisors Group sold out of New Jersey Resources (NJR) in Q2 2017, closing a stake of 855 shares — an estimated $34K sold.

Crestwood Advisors Group first reported a position in NJR in Q1 2017 and held it in 1 quarter. The position peaked at $34K in Q1 2017. 250 funds tracked by Wall St. Rank hold NJR as of Q2 2017.

  • Crestwood Advisors Group reported no remaining New Jersey Resources position as of Q2 2017 after selling out during the quarter.
  • Crestwood Advisors Group sold 855 New Jersey Resources shares in Q2 2017, an estimated $34K.
  • Crestwood Advisors Group first reported a position in New Jersey Resources in Q1 2017 and held it in 1 quarter.
  • Crestwood Advisors Group's New Jersey Resources position peaked at $34K in Q1 2017.
  • 250 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2017.

Based on Crestwood Advisors Group's 13F filing for Q2 2017, filed 31 Jul 2017.