First Citizens Bank & Trust’s New Jersey Resources NJR Stock Holding History

First Citizens Bank & Trust’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
2016 Q2	–	Sell	-13,958	Closed	-$508K	–	483
2016 Q1	$508K	Sell	13,958 -10,383	-43%	-$360K	0.04%	266
2015 Q4	$802K	Sell	24,341 -571	-2%	-$17.5K	0.06%	237
2015 Q3	$748K	Buy	+24,912	New	+$708K	0.06%	266

Other funds holding NJR

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

First Citizens Bank & Trust's NJR Position: Q2 2016 in Review

First Citizens Bank & Trust sold out of New Jersey Resources (NJR) in Q2 2016, closing a stake of 13,958 shares — an estimated $508K sold.

First Citizens Bank & Trust first reported a position in NJR in Q3 2015 and held it in 3 quarters. The position peaked at $802K in Q4 2015. 248 funds tracked by Wall St. Rank hold NJR as of Q2 2016.

First Citizens Bank & Trust reported no remaining New Jersey Resources position as of Q2 2016 after selling out during the quarter.
First Citizens Bank & Trust sold 13,958 New Jersey Resources shares in Q2 2016, an estimated $508K.
First Citizens Bank & Trust first reported a position in New Jersey Resources in Q3 2015 and held it in 3 quarters.
First Citizens Bank & Trust's New Jersey Resources position peaked at $802K in Q4 2015.
248 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2016.

Based on First Citizens Bank & Trust's 13F filing for Q2 2016, filed 28 Jul 2016.