MAA
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Managed Account Advisors’s New Jersey Resources NJR Stock Holding History

Managed Account 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
2015
Q2 		$21K Hold
778
– – ﹤0.01% 2793
2015
Q1 		$24K Buy
778
+84
+12% +$2.64K ﹤0.01% 2714
2014
Q4 		$21K Sell
694
-47,106
-99% -$1.34M ﹤0.01% 2547
2014
Q3 		$1.21M Sell
47,800
-16,132
-25% -$424K ﹤0.01% 1991
2014
Q2 		$1.83M Buy
63,932
+6,386
+11% +$166K ﹤0.01% 1816
2014
Q1 		$1.43M Sell
57,546
-3,722
-6% -$85.4K ﹤0.01% 1850
2013
Q4 		$1.42M Sell
61,268
-21,534
-26% -$484K ﹤0.01% 1822
2013
Q3 		$1.82M Buy
82,802
+6,674
+9% +$146K ﹤0.01% 1696
2013
Q2 		$1.58M Buy
+76,128
New +$1.72M ﹤0.01% 1709

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
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return