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Howe & Rusling’s New Jersey Resources NJR Stock Holding History

Howe & Rusling’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
2021
Q1 		– Sell
-22
Closed -$1K – 993
2020
Q4 		$1K Buy
+22
New +$716 ﹤0.01% 888
2014
Q3 		– Sell
-200
Closed -$6K – 922
2014
Q2 		$6K Hold
200
– – ﹤0.01% 588
2014
Q1 		$5K Hold
200
– – ﹤0.01% 678
2013
Q4 		$5K Hold
200
– – ﹤0.01% 606
2013
Q3 		$4K Hold
200
– – ﹤0.01% 733
2013
Q2 		$4K Buy
+200
New +$4.53K ﹤0.01% 741

Other funds holding NJR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Howe & Rusling's NJR Position: Q1 2021 in Review

Howe & Rusling sold out of New Jersey Resources (NJR) in Q1 2021, closing a stake of 22 shares — an estimated $1K sold.

Howe & Rusling first reported a position in NJR in Q2 2013 and held it in 6 quarters. The position peaked at $6K in Q2 2014. 269 funds tracked by Wall St. Rank hold NJR as of Q1 2021.

  • Howe & Rusling reported no remaining New Jersey Resources position as of Q1 2021 after selling out during the quarter.
  • Howe & Rusling sold 22 New Jersey Resources shares in Q1 2021, an estimated $1K.
  • Howe & Rusling first reported a position in New Jersey Resources in Q2 2013 and held it in 6 quarters.
  • Howe & Rusling's New Jersey Resources position peaked at $6K in Q2 2014.
  • 269 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2021.

Based on Howe & Rusling's 13F filing for Q1 2021, filed 13 May 2021.