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U.S. Global Investors (USGI)’s New Jersey Resources NJR Stock Holding History

U.S. Global Investors (USGI)’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
Q2 		– Sell
-25,000
Closed -$777K – 352
2015
Q1 		$777K Buy
+25,000
New +$785K 0.22% 109

Other funds holding NJR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

U.S. Global Investors (USGI)'s NJR Position: Q2 2015 in Review

U.S. Global Investors (USGI) sold out of New Jersey Resources (NJR) in Q2 2015, closing a stake of 25,000 shares — an estimated $777K sold.

U.S. Global Investors (USGI) first reported a position in NJR in Q1 2015 and held it in 1 quarter. The position peaked at $777K in Q1 2015. 234 funds tracked by Wall St. Rank hold NJR as of Q2 2015.

  • U.S. Global Investors (USGI) reported no remaining New Jersey Resources position as of Q2 2015 after selling out during the quarter.
  • U.S. Global Investors (USGI) sold 25,000 New Jersey Resources shares in Q2 2015, an estimated $777K.
  • U.S. Global Investors (USGI) first reported a position in New Jersey Resources in Q1 2015 and held it in 1 quarter.
  • U.S. Global Investors (USGI)'s New Jersey Resources position peaked at $777K in Q1 2015.
  • 234 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2015.

Based on U.S. Global Investors (USGI)'s 13F filing for Q2 2015, filed 14 Aug 2015.