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

Evercore 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
2018 Q1	–	Sell	-900	Closed	-$36K	–	648
2017 Q4	$36K	Hold	900	–	–	﹤0.01%	630
2017 Q3	$38K	Hold	900	–	–	﹤0.01%	610
2017 Q2	$36K	Hold	900	–	–	﹤0.01%	624
2017 Q1	$36K	Sell	900 -725	-45%	-$27.4K	﹤0.01%	654
2016 Q4	$58K	Buy	1,625 +725	+81%	+$24.6K	﹤0.01%	577
2016 Q3	$30K	Hold	900	–	–	﹤0.01%	707
2016 Q2	$35K	Hold	900	–	–	﹤0.01%	653
2016 Q1	$33K	Hold	900	–	–	﹤0.01%	640
2015 Q4	$30K	Sell	900 -12,350	-93%	-$379K	﹤0.01%	689
2015 Q3	$398K	Hold	13,250	–	–	0.02%	284
2015 Q2	$365K	Hold	13,250	–	–	0.02%	320
2015 Q1	$412K	Hold	13,250	–	–	0.02%	304
2014 Q4	$406K	Hold	13,250	–	–	0.02%	271
2014 Q3	$335K	Hold	13,250	–	–	0.02%	318
2014 Q2	$379K	Hold	13,250	–	–	0.02%	306
2014 Q1	$330K	Hold	13,250	–	–	0.02%	307
2013 Q4	$307K	Buy	13,250 +900	+7%	+$20.2K	0.02%	325
2013 Q3	$272K	Hold	12,350	–	–	0.02%	369
2013 Q2	$256K	Buy	+12,350	New	+$279K	0.01%	370

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

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

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

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

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

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

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

Evercore Wealth Management's NJR Position: Q1 2018 in Review

Evercore Wealth Management sold out of New Jersey Resources (NJR) in Q1 2018, closing a stake of 900 shares — an estimated $36K sold.

Evercore Wealth Management first reported a position in NJR in Q2 2013 and held it in 19 quarters. The position peaked at $412K in Q1 2015. 264 funds tracked by Wall St. Rank hold NJR as of Q1 2018.

Evercore Wealth Management reported no remaining New Jersey Resources position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 900 New Jersey Resources shares in Q1 2018, an estimated $36K.
Evercore Wealth Management first reported a position in New Jersey Resources in Q2 2013 and held it in 19 quarters.
Evercore Wealth Management's New Jersey Resources position peaked at $412K in Q1 2015.
264 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.