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Systematic Financial Management’s New Jersey Resources NJR Stock Holding History

Systematic Financial Management’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
2015
Q4 		– Sell
-77,810
Closed -$2.34M – 644
2015
Q3 		$2.34M Buy
+77,810
New +$2.21M 0.02% 342
2013
Q3 		– Sell
-68,506
Closed -$1.42M – 680
2013
Q2 		$1.42M Buy
+68,506
New +$1.55M 0.01% 507

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Systematic Financial Management's NJR Position: Q4 2015 in Review

Systematic Financial Management sold out of New Jersey Resources (NJR) in Q4 2015, closing a stake of 77,810 shares — an estimated $2.34M sold.

Systematic Financial Management first reported a position in NJR in Q2 2013 and held it in 2 quarters. The position peaked at $2.34M in Q3 2015. 241 funds tracked by Wall St. Rank hold NJR as of Q4 2015.

  • Systematic Financial Management reported no remaining New Jersey Resources position as of Q4 2015 after selling out during the quarter.
  • Systematic Financial Management sold 77,810 New Jersey Resources shares in Q4 2015, an estimated $2.34M.
  • Systematic Financial Management first reported a position in New Jersey Resources in Q2 2013 and held it in 2 quarters.
  • Systematic Financial Management's New Jersey Resources position peaked at $2.34M in Q3 2015.
  • 241 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2015.

Based on Systematic Financial Management's 13F filing for Q4 2015, filed 10 Feb 2016.