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Simply Money Advisors’s New Jersey Resources NJR Stock Holding History

Simply Money 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
2013
Q3 		– Sell
-418
Closed -$9K – 286
2013
Q2 		$9K Buy
+418
New +$9.46K ﹤0.01% 176

Other funds holding NJR

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Simply Money Advisors's NJR Position: Q3 2013 in Review

Simply Money Advisors sold out of New Jersey Resources (NJR) in Q3 2013, closing a stake of 418 shares — an estimated $9K sold.

Simply Money Advisors first reported a position in NJR in Q2 2013 and held it in 1 quarter. The position peaked at $9K in Q2 2013. 174 funds tracked by Wall St. Rank hold NJR as of Q3 2013.

  • Simply Money Advisors reported no remaining New Jersey Resources position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 418 New Jersey Resources shares in Q3 2013, an estimated $9K.
  • Simply Money Advisors first reported a position in New Jersey Resources in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's New Jersey Resources position peaked at $9K in Q2 2013.
  • 174 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.