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

Executive 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
-912
Closed -$45K – 556
2019
Q2 		$45K Buy
+912
New +$44.9K 0.01% 312

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Executive Wealth Management sold out of New Jersey Resources (NJR) in Q3 2019, closing a stake of 912 shares — an estimated $45K sold.

Executive Wealth Management first reported a position in NJR in Q2 2019 and held it in 1 quarter. The position peaked at $45K in Q2 2019. 268 funds tracked by Wall St. Rank hold NJR as of Q3 2019.

  • Executive Wealth Management reported no remaining New Jersey Resources position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 912 New Jersey Resources shares in Q3 2019, an estimated $45K.
  • Executive Wealth Management first reported a position in New Jersey Resources in Q2 2019 and held it in 1 quarter.
  • Executive Wealth Management's New Jersey Resources position peaked at $45K in Q2 2019.
  • 268 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.