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Miller Howard Investments’s New Jersey Resources NJR Stock Holding History

Miller Howard Investments’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
2018
Q2 		– Sell
-104,475
Closed -$4.19M – 170
2018
Q1 		$4.19M Sell
104,475
-10,863
-9% -$423K 0.1% 97
2017
Q4 		$4.64M Sell
115,338
-14,452
-11% -$621K 0.1% 103
2017
Q3 		$5.47M Sell
129,790
-11,991
-8% -$507K 0.11% 97
2017
Q2 		$5.63M Buy
+141,781
New +$5.82M 0.11% 100

Other funds holding NJR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Miller Howard Investments's NJR Position: Q2 2018 in Review

Miller Howard Investments sold out of New Jersey Resources (NJR) in Q2 2018, closing a stake of 104,475 shares — an estimated $4.19M sold.

Miller Howard Investments first reported a position in NJR in Q2 2017 and held it in 4 quarters. The position peaked at $5.63M in Q2 2017. 272 funds tracked by Wall St. Rank hold NJR as of Q2 2018.

  • Miller Howard Investments reported no remaining New Jersey Resources position as of Q2 2018 after selling out during the quarter.
  • Miller Howard Investments sold 104,475 New Jersey Resources shares in Q2 2018, an estimated $4.19M.
  • Miller Howard Investments first reported a position in New Jersey Resources in Q2 2017 and held it in 4 quarters.
  • Miller Howard Investments's New Jersey Resources position peaked at $5.63M in Q2 2017.
  • 272 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2018.

Based on Miller Howard Investments's 13F filing for Q2 2018, filed 17 Jul 2018.