Crow Point Partners’s New Jersey Resources NJR Stock Holding History

Crow Point Partners’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
2018 Q2	–	Sell	-400	Closed	-$16K	–	202
2018 Q1	$16K	Hold	400	–	–	﹤0.01%	247
2017 Q4	$16K	Hold	400	–	–	﹤0.01%	249
2017 Q3	$17K	Hold	400	–	–	﹤0.01%	218
2017 Q2	$16K	Hold	400	–	–	﹤0.01%	215
2017 Q1	$16K	Hold	400	–	–	﹤0.01%	262
2016 Q4	$14K	Hold	400	–	–	﹤0.01%	266
2016 Q3	$13K	Buy	+400	New	+$14.2K	﹤0.01%	295
2015 Q3	$12K	Hold	400	–	–	﹤0.01%	260
2015 Q2	$11K	Hold	400	–	–	﹤0.01%	267
2015 Q1	$12K	Buy	+400	New	+$12.6K	﹤0.01%	219
2014 Q3	$10K	Hold	400	–	–	﹤0.01%	233
2014 Q2	$10K	Hold	400	–	–	﹤0.01%	210
2014 Q1	$10K	Buy	+400	New	+$9.18K	﹤0.01%	211

Other funds holding NJR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Crow Point Partners's NJR Position: Q2 2018 in Review

Crow Point Partners sold out of New Jersey Resources (NJR) in Q2 2018, closing a stake of 400 shares — an estimated $16K sold.

Crow Point Partners first reported a position in NJR in Q1 2014 and held it in 13 quarters. The position peaked at $17K in Q3 2017. 271 funds tracked by Wall St. Rank hold NJR as of Q2 2018.

Crow Point Partners reported no remaining New Jersey Resources position as of Q2 2018 after selling out during the quarter.
Crow Point Partners sold 400 New Jersey Resources shares in Q2 2018, an estimated $16K.
Crow Point Partners first reported a position in New Jersey Resources in Q1 2014 and held it in 13 quarters.
Crow Point Partners's New Jersey Resources position peaked at $17K in Q3 2017.
271 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2018.

Based on Crow Point Partners's 13F filing for Q2 2018, filed 14 Aug 2018.