GGPS
SJI

Gary Goldberg Planning Services’s South Jersey Industries, Inc. SJI Stock Holding History

Gary Goldberg Planning Services’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
Q4 		$47K Buy
1,610
+14
+0.9% +$400 0.02% 225
2014
Q3 		$43K Sell
1,596
-44
-3% -$1.24K 0.02% 251
2014
Q2 		$50K Buy
+1,640
New +$46.7K 0.02% 222

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return

Gary Goldberg Planning Services's SJI Position: Q4 2014 in Review

Gary Goldberg Planning Services increased its South Jersey Industries, Inc. (SJI) stake by 0.88% in Q4 2014, buying an estimated $400 and bringing the position to 1,610 shares worth $47K. The position accounts for 0.02% of the portfolio, ranked #225.

Gary Goldberg Planning Services first reported a position in SJI in Q2 2014 and has held it in 3 quarters since. The position peaked at $50K in Q2 2014. 178 funds tracked by Wall St. Rank hold SJI as of Q4 2014.

  • Gary Goldberg Planning Services held 1,610 shares of South Jersey Industries, Inc. worth $47K as of Q4 2014.
  • Gary Goldberg Planning Services bought 14 South Jersey Industries, Inc. shares in Q4 2014, an estimated $400.
  • South Jersey Industries, Inc. made up 0.02% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #225 holding.
  • Gary Goldberg Planning Services first reported a position in South Jersey Industries, Inc. in Q2 2014 and has held it in 3 quarters since.
  • Gary Goldberg Planning Services's South Jersey Industries, Inc. position peaked at $50K in Q2 2014.
  • 178 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.