FHA
NJR icon

Flagship Harbor Advisors’s New Jersey Resources NJR Stock Holding History

Flagship Harbor Advisors’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
Q4 		– Sell
-428
Closed -$11K – 1305
2020
Q3 		$11K Buy
428
+4
+0.9% +$122 ﹤0.01% 1305
2020
Q2 		$13K Buy
424
+4
+1% +$133 ﹤0.01% 1271
2020
Q1 		$14K Buy
420
+3
+0.7% +$117 ﹤0.01% 1137
2019
Q4 		$19K Buy
417
+3
+0.7% +$130 ﹤0.01% 1129
2019
Q3 		$18K Buy
414
+3
+0.7% +$141 ﹤0.01% 1130
2019
Q2 		$20K Buy
411
+2
+0.5% +$99 ﹤0.01% 1079
2019
Q1 		$20K Buy
409
+3
+0.7% +$143 ﹤0.01% 1081
2018
Q4 		$18K Sell
406
-21
-5% -$990 ﹤0.01% 1058
2018
Q3 		$19K Buy
427
+6
+1% +$276 ﹤0.01% 1139
2018
Q2 		$18K Buy
+421
New +$17.8K ﹤0.01% 1145

Other funds holding NJR

BlackRock
BlackRock New York $5.7T 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return