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Wealthspire Advisors (Maryland)’s New Jersey Resources NJR Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-351
Closed -$17K – 1458
2019
Q1 		$17K Buy
351
+19
+6% +$904 ﹤0.01% 1345
2018
Q4 		$15K Sell
332
-23
-6% -$1.08K ﹤0.01% 1324
2018
Q3 		$16K Hold
355
– – ﹤0.01% 1390
2018
Q2 		$16K Sell
355
-60
-14% -$2.54K ﹤0.01% 1399
2018
Q1 		$17K Buy
415
+16
+4% +$623 ﹤0.01% 1347
2017
Q4 		$16K Sell
399
-125
-24% -$5.37K ﹤0.01% 1403
2017
Q3 		$22K Sell
524
-14
-3% -$592 ﹤0.01% 1275
2017
Q2 		$21K Sell
538
-5
-0.9% -$205 ﹤0.01% 1257
2017
Q1 		$22K Buy
543
+359
+195% +$13.5K ﹤0.01% 1052
2016
Q4 		$7K Buy
184
+20
+12% +$679 ﹤0.01% 1326
2016
Q3 		$5K Buy
164
+126
+332% +$4.46K ﹤0.01% 1396
2016
Q2 		$1K Hold
38
– – ﹤0.01% 1618
2016
Q1 		$1K Hold
38
– – ﹤0.01% 1663
2015
Q4 		$1K Buy
+38
New +$1.17K ﹤0.01% 1639

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

Wealthspire Advisors (Maryland)'s NJR Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of New Jersey Resources (NJR) in Q2 2019, closing a stake of 351 shares — an estimated $17K sold.

Wealthspire Advisors (Maryland) first reported a position in NJR in Q4 2015 and held it in 14 quarters. The position peaked at $22K in Q3 2017. 268 funds tracked by Wall St. Rank hold NJR as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining New Jersey Resources position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 351 New Jersey Resources shares in Q2 2019, an estimated $17K.
  • Wealthspire Advisors (Maryland) first reported a position in New Jersey Resources in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s New Jersey Resources position peaked at $22K in Q3 2017.
  • 268 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.