Patten Group’s New Jersey Resources NJR Stock Holding History

Patten Group’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
2019 Q1	–	Sell	-3,000	Closed	-$137K	–	413
2018 Q4	$137K	Hold	3,000	–	–	0.07%	202
2018 Q3	$138K	Hold	3,000	–	–	0.05%	223
2018 Q2	$134K	Hold	3,000	–	–	0.05%	217
2018 Q1	$120K	Hold	3,000	–	–	0.05%	226
2017 Q4	$121K	Hold	3,000	–	–	0.05%	234
2017 Q3	$126K	Hold	3,000	–	–	0.05%	233
2017 Q2	$129K	Hold	3,000	–	–	0.05%	232
2017 Q1	$122K	Hold	3,000	–	–	0.05%	222
2016 Q4	$111K	Hold	3,000	–	–	0.05%	231
2016 Q3	$96.7K	Hold	3,000	–	–	0.05%	245
2016 Q2	$116K	Hold	3,000	–	–	0.05%	221
2016 Q1	$109K	Hold	3,000	–	–	0.05%	222
2015 Q4	$98.9K	Hold	3,000	–	–	0.05%	236
2015 Q3	$90.1K	Hold	3,000	–	–	0.05%	238
2015 Q2	$82.7K	Buy	+3,000	New	+$89.7K	0.04%	247

Other funds holding NJR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Patten Group's NJR Position: Q1 2019 in Review

Patten Group sold out of New Jersey Resources (NJR) in Q1 2019, closing a stake of 3,000 shares — an estimated $137K sold.

Patten Group first reported a position in NJR in Q2 2015 and held it in 15 quarters. The position peaked at $138K in Q3 2018. 272 funds tracked by Wall St. Rank hold NJR as of Q1 2019.

Patten Group reported no remaining New Jersey Resources position as of Q1 2019 after selling out during the quarter.
Patten Group sold 3,000 New Jersey Resources shares in Q1 2019, an estimated $137K.
Patten Group first reported a position in New Jersey Resources in Q2 2015 and held it in 15 quarters.
Patten Group's New Jersey Resources position peaked at $138K in Q3 2018.
272 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.