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Tower Bridge Advisors’s New Jersey Resources NJR Stock Holding History

Tower Bridge 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
Q3 		– Sell
-4,400
Closed -$219K – 217
2019
Q2 		$219K Hold
4,400
– – 0.02% 194
2019
Q1 		$219K Hold
4,400
– – 0.03% 190
2018
Q4 		$201K Sell
4,400
-200
-4% -$9.43K 0.03% 188
2018
Q3 		$212K Hold
4,600
– – 0.02% 199
2018
Q2 		$206K Buy
+4,600
New +$194K 0.02% 197
2018
Q1 		– Sell
-5,000
Closed -$201K – 206
2017
Q4 		$201K Buy
+5,000
New +$215K 0.02% 203

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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
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

Tower Bridge Advisors's NJR Position: Q3 2019 in Review

Tower Bridge Advisors sold out of New Jersey Resources (NJR) in Q3 2019, closing a stake of 4,400 shares — an estimated $219K sold.

Tower Bridge Advisors first reported a position in NJR in Q4 2017 and held it in 6 quarters. The position peaked at $219K in Q1 2019. 268 funds tracked by Wall St. Rank hold NJR as of Q3 2019.

  • Tower Bridge Advisors reported no remaining New Jersey Resources position as of Q3 2019 after selling out during the quarter.
  • Tower Bridge Advisors sold 4,400 New Jersey Resources shares in Q3 2019, an estimated $219K.
  • Tower Bridge Advisors first reported a position in New Jersey Resources in Q4 2017 and held it in 6 quarters.
  • Tower Bridge Advisors's New Jersey Resources position peaked at $219K in Q1 2019.
  • 268 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2019.

Based on Tower Bridge Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.