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Gradient Investments’s New Jersey Resources NJR Stock Holding History

Gradient Investments’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
Q2 		– Sell
-280
Closed -$7K – 544
2014
Q1 		$7K Hold
280
– – ﹤0.01% 372
2013
Q4 		$6K Buy
+280
New +$6.3K ﹤0.01% 418

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
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Gradient Investments's NJR Position: Q2 2014 in Review

Gradient Investments sold out of New Jersey Resources (NJR) in Q2 2014, closing a stake of 280 shares — an estimated $7K sold.

Gradient Investments first reported a position in NJR in Q4 2013 and held it in 2 quarters. The position peaked at $7K in Q1 2014. 226 funds tracked by Wall St. Rank hold NJR as of Q2 2014.

  • Gradient Investments reported no remaining New Jersey Resources position as of Q2 2014 after selling out during the quarter.
  • Gradient Investments sold 280 New Jersey Resources shares in Q2 2014, an estimated $7K.
  • Gradient Investments first reported a position in New Jersey Resources in Q4 2013 and held it in 2 quarters.
  • Gradient Investments's New Jersey Resources position peaked at $7K in Q1 2014.
  • 226 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2014.

Based on Gradient Investments's 13F filing for Q2 2014, filed 11 Jul 2014.