Loring Wolcott & Coolidge Fiduciary Advisors’s New Jersey Resources NJR Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	-268	Closed	-$10K	–	562
2020 Q4	$10K	Buy	+268	New	+$8.72K	﹤0.01%	571
2018 Q2	–	Sell	-126	Closed	-$5K	–	715
2018 Q1	$5K	Hold	126	–	–	﹤0.01%	624
2017 Q4	$5K	Hold	126	–	–	﹤0.01%	607
2017 Q3	$5K	Hold	126	–	–	﹤0.01%	593
2017 Q2	$5K	Hold	126	–	–	﹤0.01%	580
2017 Q1	$5K	Hold	126	–	–	﹤0.01%	580
2016 Q4	$4K	Hold	126	–	–	﹤0.01%	574
2016 Q3	$4K	Hold	126	–	–	﹤0.01%	586
2016 Q2	$5K	Hold	126	–	–	﹤0.01%	592
2016 Q1	$5K	Buy	+126	New	+$4.37K	﹤0.01%	580

Other funds holding NJR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's NJR Position: Q1 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of New Jersey Resources (NJR) in Q1 2021, closing a stake of 268 shares — an estimated $10K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in NJR in Q1 2016 and held it in 10 quarters. The position peaked at $10K in Q4 2020. 269 funds tracked by Wall St. Rank hold NJR as of Q1 2021.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining New Jersey Resources position as of Q1 2021 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 268 New Jersey Resources shares in Q1 2021, an estimated $10K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in New Jersey Resources in Q1 2016 and held it in 10 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's New Jersey Resources position peaked at $10K in Q4 2020.
269 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2021, filed 14 Apr 2021.