GGPS
NJR icon

Gary Goldberg Planning Services’s New Jersey Resources NJR Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		$101K Buy
3,296
+1,122
+52% +$31.9K 0.04% 147
2014
Q3 		$55K Sell
2,174
-30
-1% -$789 0.02% 210
2014
Q2 		$63K Buy
2,204
+1,674
+316% +$43.5K 0.03% 195
2014
Q1 		$13K Buy
+530
New +$12.2K 0.01% 310

Other funds holding NJR

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gary Goldberg Planning Services's NJR Position: Q4 2014 in Review

Gary Goldberg Planning Services increased its New Jersey Resources (NJR) stake by 52% in Q4 2014, buying an estimated $31.9K and bringing the position to 3,296 shares worth $101K. The position accounts for 0.04% of the portfolio, ranked #147.

Gary Goldberg Planning Services first reported a position in NJR in Q1 2014 and has held it in 4 quarters since. 232 funds tracked by Wall St. Rank hold NJR as of Q4 2014.

  • Gary Goldberg Planning Services held 3,296 shares of New Jersey Resources worth $101K as of Q4 2014.
  • Gary Goldberg Planning Services bought 1,122 New Jersey Resources shares in Q4 2014, an estimated $31.9K.
  • New Jersey Resources made up 0.04% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #147 holding.
  • Gary Goldberg Planning Services first reported a position in New Jersey Resources in Q1 2014 and has held it in 4 quarters since.
  • 232 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.