Gateway Advisory’s New Jersey Resources NJR Stock Holding History

Gateway Advisory’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
2019 Q3	–	Sell	-4,316	Closed	-$215K	–	63
2019 Q2	$215K	Hold	4,316	–	–	0.06%	54
2019 Q1	$215K	Buy	+4,316	New	+$205K	0.06%	60

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Gateway Advisory's NJR Position: Q3 2019 in Review

Gateway Advisory sold out of New Jersey Resources (NJR) in Q3 2019, closing a stake of 4,316 shares — an estimated $215K sold.

Gateway Advisory first reported a position in NJR in Q1 2019 and held it in 2 quarters. The position peaked at $215K in Q2 2019. 268 funds tracked by Wall St. Rank hold NJR as of Q3 2019.

Gateway Advisory reported no remaining New Jersey Resources position as of Q3 2019 after selling out during the quarter.
Gateway Advisory sold 4,316 New Jersey Resources shares in Q3 2019, an estimated $215K.
Gateway Advisory first reported a position in New Jersey Resources in Q1 2019 and held it in 2 quarters.
Gateway Advisory's New Jersey Resources position peaked at $215K in Q2 2019.
268 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2019.

Based on Gateway Advisory's 13F filing for Q3 2019, filed 9 Oct 2019.