AIP
SJI

ARS Investment Partners’s South Jersey Industries, Inc. SJI Stock Holding History

ARS Investment Partners’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
-7,800
Closed -$230K – 90
2014
Q4 		$230K Sell
7,800
-400
-5% -$11.4K 0.04% 83
2014
Q3 		$219K Hold
8,200
– – 0.03% 83
2014
Q2 		$248K Sell
8,200
-600
-7% -$17.1K 0.04% 79
2014
Q1 		$247K Hold
8,800
– – 0.04% 76
2013
Q4 		$246K Sell
8,800
-500
-5% -$14.3K 0.04% 79
2013
Q3 		$272K Sell
9,300
-2,500
-21% -$73.8K 0.05% 72
2013
Q2 		$339K Buy
+11,800
New +$345K 0.06% 70

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

ARS Investment Partners's SJI Position: Q1 2015 in Review

ARS Investment Partners sold out of South Jersey Industries, Inc. (SJI) in Q1 2015, closing a stake of 7,800 shares — an estimated $230K sold.

ARS Investment Partners first reported a position in SJI in Q2 2013 and held it in 7 quarters. The position peaked at $339K in Q2 2013. 181 funds tracked by Wall St. Rank hold SJI as of Q1 2015.

  • ARS Investment Partners reported no remaining South Jersey Industries, Inc. position as of Q1 2015 after selling out during the quarter.
  • ARS Investment Partners sold 7,800 South Jersey Industries, Inc. shares in Q1 2015, an estimated $230K.
  • ARS Investment Partners first reported a position in South Jersey Industries, Inc. in Q2 2013 and held it in 7 quarters.
  • ARS Investment Partners's South Jersey Industries, Inc. position peaked at $339K in Q2 2013.
  • 181 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2015.

Based on ARS Investment Partners's 13F filing for Q1 2015, filed 13 May 2015.