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Patton Albertson Miller Group’s New Jersey Resources NJR Stock Holding History

Patton Albertson Miller 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
2018
Q4 		– Sell
-400
Closed -$19K – 220
2018
Q3 		$19K Buy
+400
New +$18.4K 0.01% 215

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Patton Albertson Miller Group's NJR Position: Q4 2018 in Review

Patton Albertson Miller Group sold out of New Jersey Resources (NJR) in Q4 2018, closing a stake of 400 shares — an estimated $19K sold.

Patton Albertson Miller Group first reported a position in NJR in Q3 2018 and held it in 1 quarter. The position peaked at $19K in Q3 2018. 278 funds tracked by Wall St. Rank hold NJR as of Q4 2018.

  • Patton Albertson Miller Group reported no remaining New Jersey Resources position as of Q4 2018 after selling out during the quarter.
  • Patton Albertson Miller Group sold 400 New Jersey Resources shares in Q4 2018, an estimated $19K.
  • Patton Albertson Miller Group first reported a position in New Jersey Resources in Q3 2018 and held it in 1 quarter.
  • Patton Albertson Miller Group's New Jersey Resources position peaked at $19K in Q3 2018.
  • 278 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2018.

Based on Patton Albertson Miller Group's 13F filing for Q4 2018, filed 12 Feb 2019.