Enterprise Financial Services Corp (EFSC)’s New Jersey Resources NJR Stock Holding History

Enterprise Financial Services Corp (EFSC)’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	-130	Closed	-$5K	–	1012
2017 Q1	$5K	Hold	130	–	–	﹤0.01%	767
2016 Q4	$5K	Hold	130	–	–	﹤0.01%	759
2016 Q3	$4K	Hold	130	–	–	﹤0.01%	765
2016 Q2	$5K	Hold	130	–	–	﹤0.01%	707
2016 Q1	$5K	Hold	130	–	–	﹤0.01%	709
2015 Q4	$4K	Hold	130	–	–	﹤0.01%	780
2015 Q3	$4K	Hold	130	–	–	﹤0.01%	753
2015 Q2	$4K	Hold	130	–	–	﹤0.01%	776
2015 Q1	$4K	Hold	130	–	–	﹤0.01%	872
2014 Q4	$4K	Hold	130	–	–	﹤0.01%	867
2014 Q3	$3K	Hold	130	–	–	﹤0.01%	918
2014 Q2	$4K	Hold	130	–	–	﹤0.01%	880
2014 Q1	$3K	Hold	130	–	–	﹤0.01%	952
2013 Q4	$3K	Hold	130	–	–	﹤0.01%	912
2013 Q3	$3K	Buy	+130	New	+$2.85K	﹤0.01%	896

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

Enterprise Financial Services Corp (EFSC)'s NJR Position: Q2 2017 in Review

Enterprise Financial Services Corp (EFSC) sold out of New Jersey Resources (NJR) in Q2 2017, closing a stake of 130 shares — an estimated $5K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in NJR in Q3 2013 and held it in 15 quarters. The position peaked at $5K in Q1 2017. 250 funds tracked by Wall St. Rank hold NJR as of Q2 2017.

Enterprise Financial Services Corp (EFSC) reported no remaining New Jersey Resources position as of Q2 2017 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 130 New Jersey Resources shares in Q2 2017, an estimated $5K.
Enterprise Financial Services Corp (EFSC) first reported a position in New Jersey Resources in Q3 2013 and held it in 15 quarters.
Enterprise Financial Services Corp (EFSC)'s New Jersey Resources position peaked at $5K in Q1 2017.
250 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2017.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q2 2017, filed 28 Jul 2017.