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Ropes Wealth Advisors’s New Jersey Resources NJR Stock Holding History

Ropes Wealth 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
2018
Q1 		– Sell
-69
Closed -$3K – 696
2017
Q4 		$3K Hold
69
– – ﹤0.01% 689
2017
Q3 		$3K Buy
+69
New +$2.92K ﹤0.01% 649

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ropes Wealth Advisors's NJR Position: Q1 2018 in Review

Ropes Wealth Advisors sold out of New Jersey Resources (NJR) in Q1 2018, closing a stake of 69 shares — an estimated $3K sold.

Ropes Wealth Advisors first reported a position in NJR in Q3 2017 and held it in 2 quarters. The position peaked at $3K in Q4 2017. 264 funds tracked by Wall St. Rank hold NJR as of Q1 2018.

  • Ropes Wealth Advisors reported no remaining New Jersey Resources position as of Q1 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 69 New Jersey Resources shares in Q1 2018, an estimated $3K.
  • Ropes Wealth Advisors first reported a position in New Jersey Resources in Q3 2017 and held it in 2 quarters.
  • Ropes Wealth Advisors's New Jersey Resources position peaked at $3K in Q4 2017.
  • 264 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2018.

Based on Ropes Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.