EWM
SJI

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

Evercore 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
-390
Closed -$10K – 1068
2015
Q2 		$10K Buy
+390
New +$10.2K ﹤0.01% 914

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

Evercore Wealth Management's SJI Position: Q3 2015 in Review

Evercore Wealth Management sold out of South Jersey Industries, Inc. (SJI) in Q3 2015, closing a stake of 390 shares — an estimated $10K sold.

Evercore Wealth Management first reported a position in SJI in Q2 2015 and held it in 1 quarter. The position peaked at $10K in Q2 2015. 187 funds tracked by Wall St. Rank hold SJI as of Q3 2015.

  • Evercore Wealth Management reported no remaining South Jersey Industries, Inc. position as of Q3 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 390 South Jersey Industries, Inc. shares in Q3 2015, an estimated $10K.
  • Evercore Wealth Management first reported a position in South Jersey Industries, Inc. in Q2 2015 and held it in 1 quarter.
  • Evercore Wealth Management's South Jersey Industries, Inc. position peaked at $10K in Q2 2015.
  • 187 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q3 2015.

Based on Evercore Wealth Management's 13F filing for Q3 2015, filed 16 Nov 2015.