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Global Financial Private Capital’s New Jersey Resources NJR Stock Holding History

Global Financial Private Capital’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
Q1 		– Sell
-6,100
Closed -$245K – 545
2017
Q4 		$245K Buy
+6,100
New +$262K 0.01% 457

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Global Financial Private Capital's NJR Position: Q1 2018 in Review

Global Financial Private Capital sold out of New Jersey Resources (NJR) in Q1 2018, closing a stake of 6,100 shares — an estimated $245K sold.

Global Financial Private Capital first reported a position in NJR in Q4 2017 and held it in 1 quarter. The position peaked at $245K in Q4 2017. 264 funds tracked by Wall St. Rank hold NJR as of Q1 2018.

  • Global Financial Private Capital reported no remaining New Jersey Resources position as of Q1 2018 after selling out during the quarter.
  • Global Financial Private Capital sold 6,100 New Jersey Resources shares in Q1 2018, an estimated $245K.
  • Global Financial Private Capital first reported a position in New Jersey Resources in Q4 2017 and held it in 1 quarter.
  • Global Financial Private Capital's New Jersey Resources position peaked at $245K in Q4 2017.
  • 264 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2018.

Based on Global Financial Private Capital's 13F filing for Q1 2018, filed 14 May 2018.