PP
NJR icon

Palladium Partners’s New Jersey Resources NJR Stock Holding History

Palladium Partners’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
Q2 		– Sell
-350
Closed -$9K – 390
2014
Q1 		$9K Buy
+350
New +$8.03K ﹤0.01% 488
2013
Q4 		– Sell
-350
Closed -$8K – 399
2013
Q3 		$8K Hold
350
– – ﹤0.01% 498
2013
Q2 		$7K Buy
+350
New +$7.92K ﹤0.01% 523

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Palladium Partners's NJR Position: Q2 2014 in Review

Palladium Partners sold out of New Jersey Resources (NJR) in Q2 2014, closing a stake of 350 shares — an estimated $9K sold.

Palladium Partners first reported a position in NJR in Q2 2013 and held it in 3 quarters. The position peaked at $9K in Q1 2014. 226 funds tracked by Wall St. Rank hold NJR as of Q2 2014.

  • Palladium Partners reported no remaining New Jersey Resources position as of Q2 2014 after selling out during the quarter.
  • Palladium Partners sold 350 New Jersey Resources shares in Q2 2014, an estimated $9K.
  • Palladium Partners first reported a position in New Jersey Resources in Q2 2013 and held it in 3 quarters.
  • Palladium Partners's New Jersey Resources position peaked at $9K in Q1 2014.
  • 226 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2014.

Based on Palladium Partners's 13F filing for Q2 2014, filed 1 Aug 2014.