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Financial Gravity Companies’s New Jersey Resources NJR Stock Holding History

Financial Gravity Companies’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
Q4 		$6K Buy
+120
New +$5.66K 0.01% 672
2018
Q1 		$8K Buy
197
+72
+58% +$2.8K 0.01% 620
2017
Q4 		$5K Buy
+125
New +$5.37K 0.01% 723

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Gravity Companies's NJR Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in New Jersey Resources (NJR) in Q4 2018: 120 shares worth $6K. The stake represents 0.01% of the portfolio and ranks #672 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in NJR as recently as Q1 2018.

Financial Gravity Companies first reported a position in NJR in Q4 2017 and has held it in 3 quarters since. The position peaked at $8K in Q1 2018. 278 funds tracked by Wall St. Rank hold NJR as of Q4 2018.

  • Financial Gravity Companies held 120 shares of New Jersey Resources worth $6K as of Q4 2018.
  • New Jersey Resources was a new Financial Gravity Companies position in Q4 2018.
  • New Jersey Resources made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #672 holding.
  • Financial Gravity Companies first reported a position in New Jersey Resources in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's New Jersey Resources position peaked at $8K in Q1 2018.
  • 278 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.