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National Planning Corporation’s New Jersey Resources NJR Stock Holding History

National Planning Corporation’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
Q4 		– Sell
-8,138
Closed -$343K – 408
2017
Q3 		$343K Sell
8,138
-118
-1% -$4.99K 0.03% 481
2017
Q2 		$330K Buy
8,256
+51
+0.6% +$2.09K 0.03% 524
2017
Q1 		$327K Sell
8,205
-594
-7% -$22.4K 0.02% 491
2016
Q4 		$330K Buy
8,799
+7
+0.1% +$238 0.03% 477
2016
Q3 		$293K Buy
8,792
+221
+3% +$7.82K 0.02% 487
2016
Q2 		$310K Buy
8,571
+78
+0.9% +$2.81K 0.02% 493
2016
Q1 		$308K Sell
8,493
-111
-1% -$3.85K 0.03% 463
2015
Q4 		$297K Buy
+8,604
New +$264K 0.02% 522
2015
Q1 		– Sell
-3,840
Closed -$116K – 1556
2014
Q4 		$116K Buy
+3,840
New +$109K 0.01% 861

Other funds holding NJR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

National Planning Corporation's NJR Position: Q4 2017 in Review

National Planning Corporation sold out of New Jersey Resources (NJR) in Q4 2017, closing a stake of 8,138 shares — an estimated $343K sold.

National Planning Corporation first reported a position in NJR in Q4 2014 and held it in 9 quarters. The position peaked at $343K in Q3 2017. 276 funds tracked by Wall St. Rank hold NJR as of Q4 2017.

  • National Planning Corporation reported no remaining New Jersey Resources position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 8,138 New Jersey Resources shares in Q4 2017, an estimated $343K.
  • National Planning Corporation first reported a position in New Jersey Resources in Q4 2014 and held it in 9 quarters.
  • National Planning Corporation's New Jersey Resources position peaked at $343K in Q3 2017.
  • 276 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.