PCM
NJR icon

Prelude Capital Management’s New Jersey Resources NJR Stock Holding History

Prelude Capital Management’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
Q4 		– Sell
-900
Closed -$38K – 1593
2017
Q3 		$38K Buy
+900
New +$38.1K ﹤0.01% 1174
2016
Q1 		– Sell
-16,400
Closed -$541K – 1433
2015
Q4 		$541K Buy
+16,400
New +$503K 0.08% 262
2015
Q2 		– Sell
-1,091
Closed -$34K – 1931
2015
Q1 		$34K Sell
1,091
-5,331
-83% -$167K ﹤0.01% 1620
2014
Q4 		$197K Buy
+6,422
New +$183K 0.03% 648
2014
Q2 		– Sell
-8,348
Closed -$208K – 2093
2014
Q1 		$208K Buy
8,348
+7,408
+788% +$170K 0.03% 721
2013
Q4 		$22K Buy
+940
New +$21.1K ﹤0.01% 1322

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Prelude Capital Management's NJR Position: Q4 2017 in Review

Prelude Capital Management sold out of New Jersey Resources (NJR) in Q4 2017, closing a stake of 900 shares — an estimated $38K sold.

Prelude Capital Management first reported a position in NJR in Q4 2013 and held it in 6 quarters. The position peaked at $541K in Q4 2015. 276 funds tracked by Wall St. Rank hold NJR as of Q4 2017.

  • Prelude Capital Management reported no remaining New Jersey Resources position as of Q4 2017 after selling out during the quarter.
  • Prelude Capital Management sold 900 New Jersey Resources shares in Q4 2017, an estimated $38K.
  • Prelude Capital Management first reported a position in New Jersey Resources in Q4 2013 and held it in 6 quarters.
  • Prelude Capital Management's New Jersey Resources position peaked at $541K in Q4 2015.
  • 276 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2017.

Based on Prelude Capital Management's 13F filing for Q4 2017, filed 14 Feb 2018.