Ground Swell Capital’s New Jersey Resources NJR Stock Holding History

Ground Swell 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
2014 Q3	$10K	Buy	+400	New	+$10.5K	0.02%	971

Other funds holding NJR

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Ground Swell Capital's NJR Position: Q3 2014 in Review

Ground Swell Capital opened a new position in New Jersey Resources (NJR) in Q3 2014: 400 shares worth $10K. The stake represents 0.02% of the portfolio and ranks #971 among its holdings.

217 funds tracked by Wall St. Rank hold NJR as of Q3 2014.

Ground Swell Capital held 400 shares of New Jersey Resources worth $10K as of Q3 2014.
New Jersey Resources was a new Ground Swell Capital position in Q3 2014.
New Jersey Resources made up 0.02% of Ground Swell Capital's portfolio in Q3 2014, its #971 holding.
217 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.