WFG Advisors’s New Jersey Resources NJR Stock Holding History

WFG 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
2017 Q2	$36K	Buy	911 +5	+0.6%	+$205	0.01%	786
2017 Q1	$36K	Sell	906 -72	-7%	-$2.72K	0.01%	747
2016 Q4	$35K	Buy	978 +628	+179%	+$21.3K	0.01%	802
2016 Q3	$12K	Buy	+350	New	+$12.4K	﹤0.01%	1078
2015 Q2	–	Sell	-200	Closed	-$6K	–	1757
2015 Q1	$6K	Sell	200 -12,328	-98%	-$387K	﹤0.01%	1324
2014 Q4	$383K	Sell	12,528 -1,492	-11%	-$42.4K	0.08%	283
2014 Q3	$354K	Buy	14,020 +662	+5%	+$17.4K	0.07%	326
2014 Q2	$382K	Buy	13,358 +1,464	+12%	+$38.1K	0.07%	311
2014 Q1	$296K	Buy	11,894 +1,092	+10%	+$25.1K	0.06%	351
2013 Q4	$250K	Buy	10,802 +800	+8%	+$18K	0.04%	465
2013 Q3	$220K	Buy	10,002 +1,398	+16%	+$30.6K	0.03%	456
2013 Q2	$179K	Buy	+8,604	New	+$195K	0.03%	491

Other funds holding NJR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WFG Advisors's NJR Position: Q2 2017 in Review

WFG Advisors increased its New Jersey Resources (NJR) stake by 0.55% in Q2 2017, buying an estimated $205 and bringing the position to 911 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #786.

WFG Advisors first reported a position in NJR in Q2 2013 and has held it in 12 quarters since. The position peaked at $383K in Q4 2014. 250 funds tracked by Wall St. Rank hold NJR as of Q2 2017.

WFG Advisors held 911 shares of New Jersey Resources worth $36K as of Q2 2017.
WFG Advisors bought 5 New Jersey Resources shares in Q2 2017, an estimated $205.
New Jersey Resources made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #786 holding.
WFG Advisors first reported a position in New Jersey Resources in Q2 2013 and has held it in 12 quarters since.
WFG Advisors's New Jersey Resources position peaked at $383K in Q4 2014.
250 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.