SWS Partners’s New Jersey Resources NJR Stock Holding History

SWS 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 Q2	–	Sell	-143	Closed	-$6K	–	235
2018 Q1	$6K	Sell	143 -4	-3%	-$156	﹤0.01%	298
2017 Q4	$6K	Buy	+147	New	+$6.32K	﹤0.01%	310

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SWS Partners's NJR Position: Q2 2018 in Review

SWS Partners sold out of New Jersey Resources (NJR) in Q2 2018, closing a stake of 143 shares — an estimated $6K sold.

SWS Partners first reported a position in NJR in Q4 2017 and held it in 2 quarters. The position peaked at $6K in Q1 2018. 272 funds tracked by Wall St. Rank hold NJR as of Q2 2018.

SWS Partners reported no remaining New Jersey Resources position as of Q2 2018 after selling out during the quarter.
SWS Partners sold 143 New Jersey Resources shares in Q2 2018, an estimated $6K.
SWS Partners first reported a position in New Jersey Resources in Q4 2017 and held it in 2 quarters.
SWS Partners's New Jersey Resources position peaked at $6K in Q1 2018.
272 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.