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MinichMacGregor Wealth Management’s New Jersey Resources NJR Stock Holding History

MinichMacGregor Wealth Management’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
2017
Q2 		– Sell
-44
Closed -$1K – 505
2017
Q1 		$1K Hold
44
– – ﹤0.01% 428
2016
Q4 		$1K Hold
44
– – ﹤0.01% 428
2016
Q3 		$1K Buy
44
+3
+7% +$106 ﹤0.01% 426
2016
Q2 		$1K Hold
41
– – ﹤0.01% 407
2016
Q1 		$1K Buy
+41
New +$1.42K ﹤0.01% 392

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MinichMacGregor Wealth Management's NJR Position: Q2 2017 in Review

MinichMacGregor Wealth Management sold out of New Jersey Resources (NJR) in Q2 2017, closing a stake of 44 shares — an estimated $1K sold.

MinichMacGregor Wealth Management first reported a position in NJR in Q1 2016 and held it in 5 quarters. The position peaked at $1K in Q1 2017. 250 funds tracked by Wall St. Rank hold NJR as of Q2 2017.

  • MinichMacGregor Wealth Management reported no remaining New Jersey Resources position as of Q2 2017 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 44 New Jersey Resources shares in Q2 2017, an estimated $1K.
  • MinichMacGregor Wealth Management first reported a position in New Jersey Resources in Q1 2016 and held it in 5 quarters.
  • MinichMacGregor Wealth Management's New Jersey Resources position peaked at $1K in Q1 2017.
  • 250 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2017.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2017, filed 2 Jul 2018.