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MUFG Americas’s New Jersey Resources NJR Stock Holding History

MUFG Americas’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
2014
Q1 		– Sell
-800
Closed -$18K – 1166
2013
Q4 		$18K Hold
800
– – ﹤0.01% 857
2013
Q3 		$18K Hold
800
– – ﹤0.01% 902
2013
Q2 		$17K Buy
+800
New +$18.1K ﹤0.01% 1328

Other funds holding NJR

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

MUFG Americas's NJR Position: Q1 2014 in Review

MUFG Americas sold out of New Jersey Resources (NJR) in Q1 2014, closing a stake of 800 shares — an estimated $18K sold.

MUFG Americas first reported a position in NJR in Q2 2013 and held it in 3 quarters. The position peaked at $18K in Q4 2013. 199 funds tracked by Wall St. Rank hold NJR as of Q1 2014.

  • MUFG Americas reported no remaining New Jersey Resources position as of Q1 2014 after selling out during the quarter.
  • MUFG Americas sold 800 New Jersey Resources shares in Q1 2014, an estimated $18K.
  • MUFG Americas first reported a position in New Jersey Resources in Q2 2013 and held it in 3 quarters.
  • MUFG Americas's New Jersey Resources position peaked at $18K in Q4 2013.
  • 199 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2014.

Based on MUFG Americas's 13F filing for Q1 2014, filed 5 May 2014.