AP
SJI

Advisors Preferred’s South Jersey Industries, Inc. SJI Stock Holding History

Advisors Preferred’s Portfolio SJI Stock Details SJI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-6,776
Closed -$200K – 364
2014
Q4 		$200K Buy
+6,776
New +$194K 0.09% 116

Other funds holding SJI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 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
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisors Preferred's SJI Position: Q1 2015 in Review

Advisors Preferred sold out of South Jersey Industries, Inc. (SJI) in Q1 2015, closing a stake of 6,776 shares — an estimated $200K sold.

Advisors Preferred first reported a position in SJI in Q4 2014 and held it in 1 quarter. The position peaked at $200K in Q4 2014. 180 funds tracked by Wall St. Rank hold SJI as of Q1 2015.

  • Advisors Preferred reported no remaining South Jersey Industries, Inc. position as of Q1 2015 after selling out during the quarter.
  • Advisors Preferred sold 6,776 South Jersey Industries, Inc. shares in Q1 2015, an estimated $200K.
  • Advisors Preferred first reported a position in South Jersey Industries, Inc. in Q4 2014 and held it in 1 quarter.
  • Advisors Preferred's South Jersey Industries, Inc. position peaked at $200K in Q4 2014.
  • 180 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2015.

Based on Advisors Preferred's 13F filing for Q1 2015, filed 6 May 2015.