Winfield Associates’s New Jersey Resources NJR Stock Holding History

Winfield Associates’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 Q3	–	Sell	-119	Closed	-$5K	–	859
2017 Q2	$5K	Buy	+119	New	+$4.88K	﹤0.01%	524

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Winfield Associates's NJR Position: Q3 2017 in Review

Winfield Associates sold out of New Jersey Resources (NJR) in Q3 2017, closing a stake of 119 shares — an estimated $5K sold.

Winfield Associates first reported a position in NJR in Q2 2017 and held it in 1 quarter. The position peaked at $5K in Q2 2017. 250 funds tracked by Wall St. Rank hold NJR as of Q3 2017.

Winfield Associates reported no remaining New Jersey Resources position as of Q3 2017 after selling out during the quarter.
Winfield Associates sold 119 New Jersey Resources shares in Q3 2017, an estimated $5K.
Winfield Associates first reported a position in New Jersey Resources in Q2 2017 and held it in 1 quarter.
Winfield Associates's New Jersey Resources position peaked at $5K in Q2 2017.
250 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2017.

Based on Winfield Associates's 13F filing for Q3 2017, filed 6 Nov 2017.