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Douglas C. Lane & Associates’s New Jersey Resources NJR Stock Holding History

Douglas C. Lane & Associates’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
2015
Q1 		– Sell
-7,842
Closed -$240K – 248
2014
Q4 		$240K Buy
+7,842
New +$223K 0.01% 209
2014
Q3 		– Sell
-7,000
Closed -$200K – 232
2014
Q2 		$200K Buy
+7,000
New +$182K 0.01% 210

Other funds holding NJR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Douglas C. Lane & Associates's NJR Position: Q1 2015 in Review

Douglas C. Lane & Associates sold out of New Jersey Resources (NJR) in Q1 2015, closing a stake of 7,842 shares — an estimated $240K sold.

Douglas C. Lane & Associates first reported a position in NJR in Q2 2014 and held it in 2 quarters. The position peaked at $240K in Q4 2014. 237 funds tracked by Wall St. Rank hold NJR as of Q1 2015.

  • Douglas C. Lane & Associates reported no remaining New Jersey Resources position as of Q1 2015 after selling out during the quarter.
  • Douglas C. Lane & Associates sold 7,842 New Jersey Resources shares in Q1 2015, an estimated $240K.
  • Douglas C. Lane & Associates first reported a position in New Jersey Resources in Q2 2014 and held it in 2 quarters.
  • Douglas C. Lane & Associates's New Jersey Resources position peaked at $240K in Q4 2014.
  • 237 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2015.

Based on Douglas C. Lane & Associates's 13F filing for Q1 2015, filed 8 Apr 2015.