Doyle Wealth Management’s New Jersey Resources NJR Stock Holding History

Doyle Wealth Management’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
2019 Q3	–	Sell	-3,169	Closed	-$158K	–	556
2019 Q2	$158K	Buy	+3,169	New	+$156K	0.02%	217
2019 Q1	–	Sell	-3,167	Closed	-$145K	–	542
2018 Q4	$145K	Buy	+3,167	New	+$149K	0.02%	211
2018 Q3	–	Sell	-4,666	Closed	-$209K	–	198
2018 Q2	$209K	Sell	4,666 -741	-14%	-$31.3K	0.03%	173
2018 Q1	$217K	Sell	5,407 -466	-8%	-$18.1K	0.04%	154
2017 Q4	$236K	Buy	5,873 +2	+0%	+$86	0.04%	148
2017 Q3	$247K	Buy	5,871 +1	+0%	+$42	0.04%	132
2017 Q2	$233K	Buy	5,870 +280	+5%	+$11.5K	0.04%	126
2017 Q1	$221K	Buy	+5,590	New	+$211K	0.05%	125

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Doyle Wealth Management's NJR Position: Q3 2019 in Review

Doyle Wealth Management sold out of New Jersey Resources (NJR) in Q3 2019, closing a stake of 3,169 shares — an estimated $158K sold.

Doyle Wealth Management first reported a position in NJR in Q1 2017 and held it in 8 quarters. The position peaked at $247K in Q3 2017. 268 funds tracked by Wall St. Rank hold NJR as of Q3 2019.

Doyle Wealth Management reported no remaining New Jersey Resources position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 3,169 New Jersey Resources shares in Q3 2019, an estimated $158K.
Doyle Wealth Management first reported a position in New Jersey Resources in Q1 2017 and held it in 8 quarters.
Doyle Wealth Management's New Jersey Resources position peaked at $247K in Q3 2017.
268 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.