BWFA
SJI

Baltimore-Washington Financial Advisors’s South Jersey Industries, Inc. SJI Stock Holding History

Baltimore-Washington Financial Advisors’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
-40
Closed – – 307
2015
Q2 		$0 Hold
40
– – ﹤0.01% 294
2015
Q1 		$1K Buy
+40
New +$1.14K ﹤0.01% 291

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

Baltimore-Washington Financial Advisors's SJI Position: Q3 2015 in Review

Baltimore-Washington Financial Advisors sold out of South Jersey Industries, Inc. (SJI) in Q3 2015, closing a stake of 40 shares.

Baltimore-Washington Financial Advisors first reported a position in SJI in Q1 2015 and held it in 2 quarters. The position peaked at $1K in Q1 2015. 188 funds tracked by Wall St. Rank hold SJI as of Q3 2015.

  • Baltimore-Washington Financial Advisors reported no remaining South Jersey Industries, Inc. position as of Q3 2015 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 40 South Jersey Industries, Inc. shares in Q3 2015.
  • Baltimore-Washington Financial Advisors first reported a position in South Jersey Industries, Inc. in Q1 2015 and held it in 2 quarters.
  • Baltimore-Washington Financial Advisors's South Jersey Industries, Inc. position peaked at $1K in Q1 2015.
  • 188 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q3 2015.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q3 2015, filed 16 Oct 2015.