Lehman Financial Resources’s New Jersey Resources NJR Stock Holding History

Lehman Financial Resources’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
2015 Q4	–	Sell	-900	Closed	-$27K	–	238
2015 Q3	$27K	Hold	900	–	–	0.01%	214
2015 Q2	$24K	Hold	900	–	–	0.01%	238
2015 Q1	$28K	Hold	900	–	–	0.01%	215
2014 Q4	$28K	Hold	900	–	–	0.01%	195
2014 Q3	$23K	Hold	900	–	–	0.01%	220
2014 Q2	$26K	Hold	900	–	–	0.01%	201
2014 Q1	$22K	Hold	900	–	–	0.01%	210
2013 Q4	$21K	Hold	900	–	–	0.01%	217
2013 Q3	$20K	Hold	900	–	–	0.01%	207
2013 Q2	$19K	Buy	+900	New	+$20.4K	0.01%	183

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lehman Financial Resources's NJR Position: Q4 2015 in Review

Lehman Financial Resources sold out of New Jersey Resources (NJR) in Q4 2015, closing a stake of 900 shares — an estimated $27K sold.

Lehman Financial Resources first reported a position in NJR in Q2 2013 and held it in 10 quarters. The position peaked at $28K in Q1 2015. 241 funds tracked by Wall St. Rank hold NJR as of Q4 2015.

Lehman Financial Resources reported no remaining New Jersey Resources position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 900 New Jersey Resources shares in Q4 2015, an estimated $27K.
Lehman Financial Resources first reported a position in New Jersey Resources in Q2 2013 and held it in 10 quarters.
Lehman Financial Resources's New Jersey Resources position peaked at $28K in Q1 2015.
241 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.