FIM
SJI

Friedberg Investment Management’s South Jersey Industries, Inc. SJI Stock Holding History

Friedberg Investment 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
2014
Q3 		– Sell
-116,968
Closed -$3.53M – 107
2014
Q2 		$3.53M Buy
116,968
+7,970
+7% +$227K 1.29% 29
2014
Q1 		$3.06M Sell
108,998
-2,130
-2% -$58.5K 1.19% 32
2013
Q4 		$3.11M Sell
111,128
-2,738
-2% -$78.3K 1.26% 30
2013
Q3 		$3.33M Sell
113,866
-80
-0.1% -$2.36K 1.45% 26
2013
Q2 		$3.27M Buy
+113,946
New +$3.33M 1.47% 25

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 18.14% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
SIM
Stelliam Investment Management New York $404M AUM 5.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Friedberg Investment Management's SJI Position: Q3 2014 in Review

Friedberg Investment Management sold out of South Jersey Industries, Inc. (SJI) in Q3 2014, closing a stake of 116,968 shares — an estimated $3.53M sold.

Friedberg Investment Management first reported a position in SJI in Q2 2013 and held it in 5 quarters. The position peaked at $3.53M in Q2 2014. 172 funds tracked by Wall St. Rank hold SJI as of Q3 2014.

  • Friedberg Investment Management reported no remaining South Jersey Industries, Inc. position as of Q3 2014 after selling out during the quarter.
  • Friedberg Investment Management sold 116,968 South Jersey Industries, Inc. shares in Q3 2014, an estimated $3.53M.
  • Friedberg Investment Management first reported a position in South Jersey Industries, Inc. in Q2 2013 and held it in 5 quarters.
  • Friedberg Investment Management's South Jersey Industries, Inc. position peaked at $3.53M in Q2 2014.
  • 172 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q3 2014.

Based on Friedberg Investment Management's 13F filing for Q3 2014, filed 29 Oct 2014.