W
NJR icon

Wealthfront’s New Jersey Resources NJR Stock Holding History

Wealthfront’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
-474
Closed -$14K – 781
2015
Q3 		$14K Buy
474
+347
+273% +$9.86K ﹤0.01% 865
2015
Q2 		$3K Sell
127
-106
-45% -$3.17K ﹤0.01% 1146
2015
Q1 		$7K Buy
233
+231
+11,550% +$7.25K ﹤0.01% 710
2014
Q4 		$0 Buy
+2
New +$57 ﹤0.01% 879

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

Wealthfront's NJR Position: Q4 2015 in Review

Wealthfront sold out of New Jersey Resources (NJR) in Q4 2015, closing a stake of 474 shares — an estimated $14K sold.

Wealthfront first reported a position in NJR in Q4 2014 and held it in 4 quarters. The position peaked at $14K in Q3 2015. 241 funds tracked by Wall St. Rank hold NJR as of Q4 2015.

  • Wealthfront reported no remaining New Jersey Resources position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 474 New Jersey Resources shares in Q4 2015, an estimated $14K.
  • Wealthfront first reported a position in New Jersey Resources in Q4 2014 and held it in 4 quarters.
  • Wealthfront's New Jersey Resources position peaked at $14K in Q3 2015.
  • 241 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.