Cypress Wealth Advisors’s New Jersey Resources NJR Stock Holding History

Cypress Wealth Advisors’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	-5,705	Closed	-$226K	–	144
2017 Q1	$226K	Hold	5,705	–	–	0.1%	183
2016 Q4	$203K	Buy	+5,705	New	+$194K	0.09%	190
2016 Q3	–	Sell	-5,644	Closed	-$218K	–	211
2016 Q2	$218K	Hold	5,644	–	–	0.11%	161
2016 Q1	$206K	Buy	+5,644	New	+$196K	0.09%	180

Other funds holding NJR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cypress Wealth Advisors's NJR Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of New Jersey Resources (NJR) in Q2 2017, closing a stake of 5,705 shares — an estimated $226K sold.

Cypress Wealth Advisors first reported a position in NJR in Q1 2016 and held it in 4 quarters. The position peaked at $226K in Q1 2017. 250 funds tracked by Wall St. Rank hold NJR as of Q2 2017.

Cypress Wealth Advisors reported no remaining New Jersey Resources position as of Q2 2017 after selling out during the quarter.
Cypress Wealth Advisors sold 5,705 New Jersey Resources shares in Q2 2017, an estimated $226K.
Cypress Wealth Advisors first reported a position in New Jersey Resources in Q1 2016 and held it in 4 quarters.
Cypress Wealth Advisors's New Jersey Resources position peaked at $226K in Q1 2017.
250 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.