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Plante Moran Financial Advisors’s New Jersey Resources NJR Stock Holding History

Plante Moran Financial 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
2017
Q1 		– Sell
-201
Closed -$7K – 977
2016
Q4 		$7K Buy
+201
New +$6.82K ﹤0.01% 651
2016
Q2 		– Sell
-46
Closed -$2K – 927
2016
Q1 		$2K Buy
+46
New +$1.59K ﹤0.01% 735

Other funds holding NJR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Plante Moran Financial Advisors's NJR Position: Q1 2017 in Review

Plante Moran Financial Advisors sold out of New Jersey Resources (NJR) in Q1 2017, closing a stake of 201 shares — an estimated $7K sold.

Plante Moran Financial Advisors first reported a position in NJR in Q1 2016 and held it in 2 quarters. The position peaked at $7K in Q4 2016. 239 funds tracked by Wall St. Rank hold NJR as of Q1 2017.

  • Plante Moran Financial Advisors reported no remaining New Jersey Resources position as of Q1 2017 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 201 New Jersey Resources shares in Q1 2017, an estimated $7K.
  • Plante Moran Financial Advisors first reported a position in New Jersey Resources in Q1 2016 and held it in 2 quarters.
  • Plante Moran Financial Advisors's New Jersey Resources position peaked at $7K in Q4 2016.
  • 239 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2017.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2017, filed 1 May 2017.