Piedmont Investment Advisors’s New Jersey Resources NJR Stock Holding History

Piedmont Investment 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
2020 Q2	–	Sell	-8,717	Closed	-$296K	–	467
2020 Q1	$296K	Buy	8,717 +69	+0.8%	+$2.69K	0.01%	612
2019 Q4	$385K	Sell	8,648 -895	-9%	-$38.7K	0.01%	637
2019 Q3	$432K	Sell	9,543 -1,852	-16%	-$86.8K	0.02%	584
2019 Q2	$567K	Buy	11,395 +6,372	+127%	+$314K	0.02%	495
2019 Q1	$250K	Buy	+5,023	New	+$239K	0.01%	931
2018 Q3	–	Sell	-1,515	Closed	-$68K	–	1837
2018 Q2	$68K	Buy	+1,515	New	+$64K	﹤0.01%	1187
2015 Q4	–	Sell	-94	Closed	-$2.82K	–	416
2015 Q3	$2.82K	Hold	94	–	–	﹤0.01%	298
2015 Q2	$2.59K	Hold	94	–	–	﹤0.01%	317
2015 Q1	$2.92K	Hold	94	–	–	﹤0.01%	210
2014 Q4	$2.88K	Hold	94	–	–	﹤0.01%	215
2014 Q3	$2.37K	Sell	94 -166	-64%	-$4.37K	﹤0.01%	224
2014 Q2	$7.43K	Sell	260 -32	-11%	-$832	﹤0.01%	197
2014 Q1	$7.27K	Hold	292	–	–	﹤0.01%	197
2013 Q4	$6.75K	Buy	+292	New	+$6.57K	﹤0.01%	194

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Piedmont Investment Advisors's NJR Position: Q2 2020 in Review

Piedmont Investment Advisors sold out of New Jersey Resources (NJR) in Q2 2020, closing a stake of 8,717 shares — an estimated $296K sold.

Piedmont Investment Advisors first reported a position in NJR in Q4 2013 and held it in 14 quarters. The position peaked at $567K in Q2 2019. 260 funds tracked by Wall St. Rank hold NJR as of Q2 2020.

Piedmont Investment Advisors reported no remaining New Jersey Resources position as of Q2 2020 after selling out during the quarter.
Piedmont Investment Advisors sold 8,717 New Jersey Resources shares in Q2 2020, an estimated $296K.
Piedmont Investment Advisors first reported a position in New Jersey Resources in Q4 2013 and held it in 14 quarters.
Piedmont Investment Advisors's New Jersey Resources position peaked at $567K in Q2 2019.
260 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2020.

Based on Piedmont Investment Advisors's 13F filing for Q2 2020.