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Financial Architects (New Jersey)’s New Jersey Resources NJR Stock Holding History

Financial Architects (New Jersey)’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
2020
Q3 		– Sell
-900
Closed -$29K – 577
2020
Q2 		$29K Hold
900
– – 0.01% 491
2020
Q1 		$31K Sell
900
-325
-27% -$12.7K 0.01% 442
2019
Q4 		$55K Sell
1,225
-730
-37% -$31.5K 0.01% 415
2019
Q3 		$88K Sell
1,955
-4,465
-70% -$209K 0.02% 351
2019
Q2 		$320K Buy
6,420
+1,520
+31% +$74.9K 0.06% 195
2019
Q1 		$244K Buy
4,900
+4,000
+444% +$190K 0.04% 263
2018
Q4 		$41K Hold
900
– – 0.01% 595
2018
Q3 		$41K Hold
900
– – 0.01% 696
2018
Q2 		$40K Hold
900
– – 0.01% 629
2018
Q1 		$36K Sell
900
-120
-12% -$4.67K 0.01% 706
2017
Q4 		$41K Hold
1,020
– – 0.01% 743
2017
Q3 		$43K Hold
1,020
– – 0.01% 732
2017
Q2 		$40K Sell
1,020
-60
-6% -$2.46K 0.01% 751
2017
Q1 		$43K Sell
1,080
-20
-2% -$755 0.01% 706
2016
Q4 		$39K Buy
1,100
+30
+3% +$1.02K 0.01% 639
2016
Q3 		$35K Hold
1,070
– – 0.01% 680
2016
Q2 		$41K Buy
1,070
+30
+3% +$1.08K 0.01% 594
2016
Q1 		$38K Buy
+1,040
New +$36K 0.01% 444
2015
Q3 		– Sell
-900
Closed -$25K – 660
2015
Q2 		$25K Hold
900
– – 0.01% 588
2015
Q1 		$28K Hold
900
– – 0.01% 506
2014
Q4 		$28K Hold
900
– – 0.01% 453
2014
Q3 		$23K Hold
900
– – 0.01% 450
2014
Q2 		$26K Buy
+900
New +$23.4K 0.01% 443
2013
Q4 		– Sell
-900
Closed -$20K – 411
2013
Q3 		$20K Hold
900
– – 0.01% 392
2013
Q2 		$19K Buy
+900
New +$20.4K 0.01% 373

Other funds holding NJR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Architects (New Jersey)'s NJR Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of New Jersey Resources (NJR) in Q3 2020, closing a stake of 900 shares — an estimated $29K sold.

Financial Architects (New Jersey) first reported a position in NJR in Q2 2013 and held it in 25 quarters. The position peaked at $320K in Q2 2019. 252 funds tracked by Wall St. Rank hold NJR as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining New Jersey Resources position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 900 New Jersey Resources shares in Q3 2020, an estimated $29K.
  • Financial Architects (New Jersey) first reported a position in New Jersey Resources in Q2 2013 and held it in 25 quarters.
  • Financial Architects (New Jersey)'s New Jersey Resources position peaked at $320K in Q2 2019.
  • 252 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.