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Kessler Investment Group’s New Jersey Resources NJR Stock Holding History

Kessler Investment Group’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
2016
Q3 		– Sell
-2,791
Closed -$108K – 98
2016
Q2 		$108K Sell
2,791
-582
-17% -$21K 0.15% 56
2016
Q1 		$123K Hold
3,373
– – 0.19% 54
2015
Q4 		$111K Buy
+3,373
New +$103K 0.18% 52

Other funds holding NJR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kessler Investment Group's NJR Position: Q3 2016 in Review

Kessler Investment Group sold out of New Jersey Resources (NJR) in Q3 2016, closing a stake of 2,791 shares — an estimated $108K sold.

Kessler Investment Group first reported a position in NJR in Q4 2015 and held it in 3 quarters. The position peaked at $123K in Q1 2016. 242 funds tracked by Wall St. Rank hold NJR as of Q3 2016.

  • Kessler Investment Group reported no remaining New Jersey Resources position as of Q3 2016 after selling out during the quarter.
  • Kessler Investment Group sold 2,791 New Jersey Resources shares in Q3 2016, an estimated $108K.
  • Kessler Investment Group first reported a position in New Jersey Resources in Q4 2015 and held it in 3 quarters.
  • Kessler Investment Group's New Jersey Resources position peaked at $123K in Q1 2016.
  • 242 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2016.

Based on Kessler Investment Group's 13F filing for Q3 2016, filed 18 Oct 2016.