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Edge Advisors’s New Jersey Resources NJR Stock Holding History

Edge 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
2018
Q2 		– Sell
-160
Closed -$6K – 880
2018
Q1 		$6K Buy
160
+10
+7% +$389 ﹤0.01% 743
2017
Q4 		$6K Hold
150
– – ﹤0.01% 772
2017
Q3 		$6K Sell
150
-10
-6% -$423 ﹤0.01% 750
2017
Q2 		$6K Sell
160
-70
-30% -$2.87K ﹤0.01% 788
2017
Q1 		$9K Sell
230
-30
-12% -$1.13K ﹤0.01% 766
2016
Q4 		$9K Buy
+260
New +$8.83K ﹤0.01% 706

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Edge Advisors's NJR Position: Q2 2018 in Review

Edge Advisors sold out of New Jersey Resources (NJR) in Q2 2018, closing a stake of 160 shares — an estimated $6K sold.

Edge Advisors first reported a position in NJR in Q4 2016 and held it in 6 quarters. The position peaked at $9K in Q1 2017. 272 funds tracked by Wall St. Rank hold NJR as of Q2 2018.

  • Edge Advisors reported no remaining New Jersey Resources position as of Q2 2018 after selling out during the quarter.
  • Edge Advisors sold 160 New Jersey Resources shares in Q2 2018, an estimated $6K.
  • Edge Advisors first reported a position in New Jersey Resources in Q4 2016 and held it in 6 quarters.
  • Edge Advisors's New Jersey Resources position peaked at $9K in Q1 2017.
  • 272 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.