SevenBridge Financial Group’s New Jersey Resources NJR Stock Holding History

SevenBridge Financial Group’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
2019 Q3	–	Sell	-1,130	Closed	-$56K	–	426
2019 Q2	$56K	Hold	1,130	–	–	0.02%	264
2019 Q1	$56K	Hold	1,130	–	–	0.02%	233
2018 Q4	$52K	Hold	1,130	–	–	0.03%	204
2018 Q3	$52K	Hold	1,130	–	–	0.03%	225
2018 Q2	$51K	Hold	1,130	–	–	0.03%	239
2018 Q1	$45K	Hold	1,130	–	–	0.03%	252
2017 Q4	$45K	Hold	1,130	–	–	0.02%	264
2017 Q3	$48K	Hold	1,130	–	–	0.03%	259
2017 Q2	$45K	Hold	1,130	–	–	0.03%	277
2017 Q1	$46K	Sell	1,130 -182	-14%	-$6.87K	0.03%	260
2016 Q4	$42K	Hold	1,312	–	–	0.03%	277
2016 Q3	$42K	Sell	1,312 -232	-15%	-$8.21K	0.03%	275
2016 Q2	$60K	Buy	+1,544	New	+$55.7K	0.04%	247

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

SevenBridge Financial Group's NJR Position: Q3 2019 in Review

SevenBridge Financial Group sold out of New Jersey Resources (NJR) in Q3 2019, closing a stake of 1,130 shares — an estimated $56K sold.

SevenBridge Financial Group first reported a position in NJR in Q2 2016 and held it in 13 quarters. The position peaked at $60K in Q2 2016. 268 funds tracked by Wall St. Rank hold NJR as of Q3 2019.

SevenBridge Financial Group reported no remaining New Jersey Resources position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 1,130 New Jersey Resources shares in Q3 2019, an estimated $56K.
SevenBridge Financial Group first reported a position in New Jersey Resources in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's New Jersey Resources position peaked at $60K in Q2 2016.
268 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.