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Cutter & Co Brokerage’s New Jersey Resources NJR Stock Holding History

Cutter & Co Brokerage’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
2014
Q4 		– Sell
-9,586
Closed -$242K – 264
2014
Q3 		$242K Sell
9,586
-15,016
-61% -$395K 0.09% 183
2014
Q2 		$703K Sell
24,602
-3,088
-11% -$80.3K 0.26% 109
2014
Q1 		$689K Buy
27,690
+24
+0.1% +$551 0.27% 101
2013
Q4 		$640K Buy
27,666
+622
+2% +$14K 0.3% 96
2013
Q3 		$596K Buy
+27,044
New +$593K 0.27% 104

Other funds holding NJR

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cutter & Co Brokerage's NJR Position: Q4 2014 in Review

Cutter & Co Brokerage sold out of New Jersey Resources (NJR) in Q4 2014, closing a stake of 9,586 shares — an estimated $242K sold.

Cutter & Co Brokerage first reported a position in NJR in Q3 2013 and held it in 5 quarters. The position peaked at $703K in Q2 2014. 232 funds tracked by Wall St. Rank hold NJR as of Q4 2014.

  • Cutter & Co Brokerage reported no remaining New Jersey Resources position as of Q4 2014 after selling out during the quarter.
  • Cutter & Co Brokerage sold 9,586 New Jersey Resources shares in Q4 2014, an estimated $242K.
  • Cutter & Co Brokerage first reported a position in New Jersey Resources in Q3 2013 and held it in 5 quarters.
  • Cutter & Co Brokerage's New Jersey Resources position peaked at $703K in Q2 2014.
  • 232 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2014.

Based on Cutter & Co Brokerage's 13F filing for Q4 2014, filed 5 Feb 2015.