Fort LP’s New Jersey Resources NJR Stock Holding History

Fort LP’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	–	Sell	-295	Closed	-$14K	–	474
2018 Q3	$14K	Buy	+295	New	+$13.6K	﹤0.01%	394

Other funds holding NJR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fort LP's NJR Position: Q4 2018 in Review

Fort LP sold out of New Jersey Resources (NJR) in Q4 2018, closing a stake of 295 shares — an estimated $14K sold.

Fort LP first reported a position in NJR in Q3 2018 and held it in 1 quarter. The position peaked at $14K in Q3 2018. 278 funds tracked by Wall St. Rank hold NJR as of Q4 2018.

Fort LP reported no remaining New Jersey Resources position as of Q4 2018 after selling out during the quarter.
Fort LP sold 295 New Jersey Resources shares in Q4 2018, an estimated $14K.
Fort LP first reported a position in New Jersey Resources in Q3 2018 and held it in 1 quarter.
Fort LP's New Jersey Resources position peaked at $14K in Q3 2018.
278 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2018.

Based on Fort LP's 13F filing for Q4 2018, filed 13 Feb 2019.