BFA
SJI

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

Beaumont 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
2016
Q2 		– Sell
-80,816
Closed -$4.39M – 160
2016
Q1 		$4.39M Buy
+80,816
New +$2.07M 0.71% 57
2015
Q2 		– Sell
-167,292
Closed -$4.54M – 158
2015
Q1 		$4.54M Buy
+167,292
New +$4.77M 0.16% 79

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Beaumont Financial Advisors's SJI Position: Q2 2016 in Review

Beaumont Financial Advisors sold out of South Jersey Industries, Inc. (SJI) in Q2 2016, closing a stake of 80,816 shares — an estimated $4.39M sold.

Beaumont Financial Advisors first reported a position in SJI in Q1 2015 and held it in 2 quarters. The position peaked at $4.54M in Q1 2015. 211 funds tracked by Wall St. Rank hold SJI as of Q2 2016.

  • Beaumont Financial Advisors reported no remaining South Jersey Industries, Inc. position as of Q2 2016 after selling out during the quarter.
  • Beaumont Financial Advisors sold 80,816 South Jersey Industries, Inc. shares in Q2 2016, an estimated $4.39M.
  • Beaumont Financial Advisors first reported a position in South Jersey Industries, Inc. in Q1 2015 and held it in 2 quarters.
  • Beaumont Financial Advisors's South Jersey Industries, Inc. position peaked at $4.54M in Q1 2015.
  • 211 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q2 2016.

Based on Beaumont Financial Advisors's 13F filing for Q2 2016, filed 10 Aug 2016.