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CSat Investment Advisory’s New Jersey Resources NJR Stock Holding History

CSat Investment Advisory’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
2020
Q2 		– Sell
-309
Closed -$10K – 1147
2020
Q1 		$10K Buy
309
+43
+16% +$1.68K ﹤0.01% 917
2019
Q4 		$12K Buy
266
+49
+23% +$2.12K ﹤0.01% 938
2019
Q3 		$10K Buy
217
+30
+16% +$1.41K ﹤0.01% 929
2019
Q2 		$9K Buy
+187
New +$9.21K ﹤0.01% 910

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

CSat Investment Advisory's NJR Position: Q2 2020 in Review

CSat Investment Advisory sold out of New Jersey Resources (NJR) in Q2 2020, closing a stake of 309 shares — an estimated $10K sold.

CSat Investment Advisory first reported a position in NJR in Q2 2019 and held it in 4 quarters. The position peaked at $12K in Q4 2019. 260 funds tracked by Wall St. Rank hold NJR as of Q2 2020.

  • CSat Investment Advisory reported no remaining New Jersey Resources position as of Q2 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 309 New Jersey Resources shares in Q2 2020, an estimated $10K.
  • CSat Investment Advisory first reported a position in New Jersey Resources in Q2 2019 and held it in 4 quarters.
  • CSat Investment Advisory's New Jersey Resources position peaked at $12K in Q4 2019.
  • 260 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2020.

Based on CSat Investment Advisory's 13F filing for Q2 2020, filed 7 Aug 2020.