BRWM
SJI

B. Riley Wealth Management’s South Jersey Industries, Inc. SJI Stock Holding History

B. Riley Wealth Management’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
Q3 		– Sell
-930
Closed -$22K – 815
2015
Q2 		$22K Hold
930
– – 0.02% 587
2015
Q1 		$25K Hold
930
– – 0.02% 554
2014
Q4 		$27K Hold
930
– – 0.02% 516
2014
Q3 		$24K Buy
930
+400
+75% +$11.2K 0.02% 567
2014
Q2 		$16K Buy
530
+250
+89% +$7.13K 0.01% 721
2014
Q1 		$8K Buy
+280
New +$7.69K 0.01% 819

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

B. Riley Wealth Management's SJI Position: Q3 2015 in Review

B. Riley Wealth Management sold out of South Jersey Industries, Inc. (SJI) in Q3 2015, closing a stake of 930 shares — an estimated $22K sold.

B. Riley Wealth Management first reported a position in SJI in Q1 2014 and held it in 6 quarters. The position peaked at $27K in Q4 2014. 187 funds tracked by Wall St. Rank hold SJI as of Q3 2015.

  • B. Riley Wealth Management reported no remaining South Jersey Industries, Inc. position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 930 South Jersey Industries, Inc. shares in Q3 2015, an estimated $22K.
  • B. Riley Wealth Management first reported a position in South Jersey Industries, Inc. in Q1 2014 and held it in 6 quarters.
  • B. Riley Wealth Management's South Jersey Industries, Inc. position peaked at $27K in Q4 2014.
  • 187 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.