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Personal Wealth Partners’s New Jersey Resources NJR Stock Holding History

Personal Wealth 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
2020
Q1 		– Sell
-5
Closed – – 419
2019
Q4 		$0 Hold
5
– – ﹤0.01% 632
2019
Q3 		$0 Buy
+5
New +$234 ﹤0.01% 641

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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Personal Wealth Partners's NJR Position: Q1 2020 in Review

Personal Wealth Partners sold out of New Jersey Resources (NJR) in Q1 2020, closing a stake of 5 shares.

Personal Wealth Partners first reported a position in NJR in Q3 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 247 funds tracked by Wall St. Rank hold NJR as of Q1 2020.

  • Personal Wealth Partners reported no remaining New Jersey Resources position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 5 New Jersey Resources shares in Q1 2020.
  • Personal Wealth Partners first reported a position in New Jersey Resources in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's New Jersey Resources position peaked at $0 in Q4 2019.
  • 247 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.