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Stonebridge Capital Advisors’s New Jersey Resources NJR Stock Holding History

Stonebridge Capital 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
2019
Q4 		– Sell
-900
Closed -$41K – 898
2019
Q3 		$41K Hold
900
– – 0.01% 349
2019
Q2 		$45K Buy
+900
New +$44.3K 0.01% 335

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Stonebridge Capital Advisors's NJR Position: Q4 2019 in Review

Stonebridge Capital Advisors sold out of New Jersey Resources (NJR) in Q4 2019, closing a stake of 900 shares — an estimated $41K sold.

Stonebridge Capital Advisors first reported a position in NJR in Q2 2019 and held it in 2 quarters. The position peaked at $45K in Q2 2019. 290 funds tracked by Wall St. Rank hold NJR as of Q4 2019.

  • Stonebridge Capital Advisors reported no remaining New Jersey Resources position as of Q4 2019 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 900 New Jersey Resources shares in Q4 2019, an estimated $41K.
  • Stonebridge Capital Advisors first reported a position in New Jersey Resources in Q2 2019 and held it in 2 quarters.
  • Stonebridge Capital Advisors's New Jersey Resources position peaked at $45K in Q2 2019.
  • 290 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2019.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.