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Stratos Wealth Partners’s New Jersey Resources NJR Stock Holding History

Stratos Wealth 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 		– Sell
-308
Closed -$14K – 1904
2018
Q3 		$14K Buy
+308
New +$14.2K ﹤0.01% 2034
2018
Q2 		– Sell
-1,484
Closed -$60K – 2016
2018
Q1 		$60K Buy
1,484
+1,176
+382% +$45.8K ﹤0.01% 1473
2017
Q4 		$12K Buy
+308
New +$13.2K ﹤0.01% 2088

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stratos Wealth Partners's NJR Position: Q4 2018 in Review

Stratos Wealth Partners sold out of New Jersey Resources (NJR) in Q4 2018, closing a stake of 308 shares — an estimated $14K sold.

Stratos Wealth Partners first reported a position in NJR in Q4 2017 and held it in 3 quarters. The position peaked at $60K in Q1 2018. 278 funds tracked by Wall St. Rank hold NJR as of Q4 2018.

  • Stratos Wealth Partners reported no remaining New Jersey Resources position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 308 New Jersey Resources shares in Q4 2018, an estimated $14K.
  • Stratos Wealth Partners first reported a position in New Jersey Resources in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's New Jersey Resources position peaked at $60K in Q1 2018.
  • 278 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.