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Wellington Shields Capital Management’s New Jersey Resources NJR Stock Holding History

Wellington Shields Capital 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
2017
Q2 		– Sell
-29,705
Closed -$1.18M – 332
2017
Q1 		$1.18M Buy
29,705
+5,008
+20% +$189K 0.19% 119
2016
Q4 		$877K Buy
+24,697
New +$838K 0.15% 144

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Shields Capital Management's NJR Position: Q2 2017 in Review

Wellington Shields Capital Management sold out of New Jersey Resources (NJR) in Q2 2017, closing a stake of 29,705 shares — an estimated $1.18M sold.

Wellington Shields Capital Management first reported a position in NJR in Q4 2016 and held it in 2 quarters. The position peaked at $1.18M in Q1 2017. 250 funds tracked by Wall St. Rank hold NJR as of Q2 2017.

  • Wellington Shields Capital Management reported no remaining New Jersey Resources position as of Q2 2017 after selling out during the quarter.
  • Wellington Shields Capital Management sold 29,705 New Jersey Resources shares in Q2 2017, an estimated $1.18M.
  • Wellington Shields Capital Management first reported a position in New Jersey Resources in Q4 2016 and held it in 2 quarters.
  • Wellington Shields Capital Management's New Jersey Resources position peaked at $1.18M in Q1 2017.
  • 250 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2017.

Based on Wellington Shields Capital Management's 13F filing for Q2 2017, filed 25 Jul 2017.