Sapphire Star Partners’s New Jersey Resources NJR Stock Holding History

Sapphire Star 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
2018 Q4	$774K	Buy	16,955 +442	+3%	+$20.8K	1.04%	30
2018 Q3	$761K	Buy	16,513 +783	+5%	+$36.1K	0.76%	46
2018 Q2	$704K	Buy	15,730 +964	+7%	+$40.7K	0.73%	54
2018 Q1	$592K	Buy	14,766 +308	+2%	+$12K	0.65%	55
2017 Q4	$581K	Buy	+14,458	New	+$621K	0.69%	49
2017 Q3	–	Sell	-6,190	Closed	-$246K	–	94
2017 Q2	$246K	Sell	6,190 -1,386	-18%	-$56.9K	0.31%	54
2017 Q1	$300K	Buy	7,576 +608	+9%	+$22.9K	0.34%	57
2016 Q4	$247K	Buy	+6,968	New	+$237K	0.27%	72

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sapphire Star Partners's NJR Position: Q4 2018 in Review

Sapphire Star Partners increased its New Jersey Resources (NJR) stake by 2.7% in Q4 2018, buying an estimated $20.8K and bringing the position to 16,955 shares worth $774K. The position accounts for 1.04% of the portfolio, ranked #30.

Sapphire Star Partners first reported a position in NJR in Q4 2016 and has held it in 8 quarters since. 278 funds tracked by Wall St. Rank hold NJR as of Q4 2018.

Sapphire Star Partners held 16,955 shares of New Jersey Resources worth $774K as of Q4 2018.
Sapphire Star Partners bought 442 New Jersey Resources shares in Q4 2018, an estimated $20.8K.
New Jersey Resources made up 1.04% of Sapphire Star Partners's portfolio in Q4 2018, its #30 holding.
Sapphire Star Partners first reported a position in New Jersey Resources in Q4 2016 and has held it in 8 quarters since.
278 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2018.

Based on Sapphire Star Partners's 13F filing for Q4 2018, filed 12 Feb 2019.