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Index Management Solutions’s New Jersey Resources NJR Stock Holding History

Index Management Solutions’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
Q4 		– Sell
-8,062
Closed -$204K – 924
2014
Q3 		$204K Buy
+8,062
New +$212K 0.02% 628

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Index Management Solutions's NJR Position: Q4 2014 in Review

Index Management Solutions sold out of New Jersey Resources (NJR) in Q4 2014, closing a stake of 8,062 shares — an estimated $204K sold.

Index Management Solutions first reported a position in NJR in Q3 2014 and held it in 1 quarter. The position peaked at $204K in Q3 2014. 232 funds tracked by Wall St. Rank hold NJR as of Q4 2014.

  • Index Management Solutions reported no remaining New Jersey Resources position as of Q4 2014 after selling out during the quarter.
  • Index Management Solutions sold 8,062 New Jersey Resources shares in Q4 2014, an estimated $204K.
  • Index Management Solutions first reported a position in New Jersey Resources in Q3 2014 and held it in 1 quarter.
  • Index Management Solutions's New Jersey Resources position peaked at $204K in Q3 2014.
  • 232 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2014.

Based on Index Management Solutions's 13F filing for Q4 2014, filed 13 Feb 2015.