Personal Capital Advisors’s New Jersey Resources NJR Stock Holding History

Personal Capital Advisors’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 Q3	–	Sell	-83,663	Closed	-$4.16M	–	364
2019 Q2	$4.16M	Buy	83,663 +9,196	+12%	+$453K	0.04%	152
2019 Q1	$3.71M	Buy	74,467 +7,520	+11%	+$358K	0.04%	151
2018 Q4	$3.06M	Buy	66,947 +5,958	+10%	+$281K	0.04%	146
2018 Q3	$2.81M	Buy	60,989 +6,632	+12%	+$306K	0.04%	155
2018 Q2	$2.43M	Buy	54,357 +10,442	+24%	+$441K	0.03%	152
2018 Q1	$1.76M	Buy	43,915 +14,023	+47%	+$546K	0.03%	162
2017 Q4	$1.2M	Buy	29,892 +6,704	+29%	+$288K	0.02%	174
2017 Q3	$977K	Buy	23,188 +9,438	+69%	+$399K	0.02%	167
2017 Q2	$546K	Buy	+13,750	New	+$564K	0.01%	178

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Personal Capital Advisors's NJR Position: Q3 2019 in Review

Personal Capital Advisors sold out of New Jersey Resources (NJR) in Q3 2019, closing a stake of 83,663 shares — an estimated $4.16M sold.

Personal Capital Advisors first reported a position in NJR in Q2 2017 and held it in 9 quarters. The position peaked at $4.16M in Q2 2019. 268 funds tracked by Wall St. Rank hold NJR as of Q3 2019.

Personal Capital Advisors reported no remaining New Jersey Resources position as of Q3 2019 after selling out during the quarter.
Personal Capital Advisors sold 83,663 New Jersey Resources shares in Q3 2019, an estimated $4.16M.
Personal Capital Advisors first reported a position in New Jersey Resources in Q2 2017 and held it in 9 quarters.
Personal Capital Advisors's New Jersey Resources position peaked at $4.16M in Q2 2019.
268 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2019.

Based on Personal Capital Advisors's 13F filing for Q3 2019, filed 7 Nov 2019.